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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Merkkuri Wealth Advisors LLC
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|---|---|
| CRD # | 330164 |
| SEC # | 801-129728 |
| CIK # | 0002040317 |
| AUM | $181.9 M (2025-05-21) |
| Employees | 7 (29% Investors, 29% Brokers) |
| Phone | 516-268-3446 |
| Address | 333 Jericho Turnpike Jericho, NY 11753 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 43.5 |
| (b) Individuals (high net worth individuals) | 27 | 70.3 |
| (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 | 69 | 42.5 |
| (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 | 17 | 25.6 |
| (n) Other | 0 | 0.0 |
| Total | 363 | 181.9 |
| By Discretionary | ||
| Discretionary | 363 | 181.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 363 | 181.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.9 | |
| Total | 363 | 181.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002040317] |
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