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| Merkkuri Wealth Advisors LLC
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|---|---|
| CRD # | 330164 |
| SEC # | 801-129728 |
| CIK # | 0002040317 |
| AUM | 204.1 M (2026-03-18) |
| Employees | 7 (43% Investors, 29% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-268-3446 |
| Address | 333 Jericho Turnpike Jericho, NY 11753 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/18/2026) [Brochure] |
|---|
Item 7. Types of Clients Merkkuri Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Merkkuri Wealth generally does not impose a minimum relationship size. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 39.7 |
| (b) Individuals (high net worth individuals) | 29 | 86.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 65 | 57.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 20.5 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 204.1 |
| By Discretionary | ||
| Discretionary | 600 | 201.8 |
| Non-Discretionary | 1 | 2.3 |
| Total | 601 | 204.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.1 | |
| Total | 601 | 204.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002040317] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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