|
⚲
|
| Merkkuri Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 330164 |
| SEC # | 801-129728 |
| CIK # | 0002040317 |
| AUM | $204.1 M (2026-03-18) |
| Employees | 7 (43% Investors, 29% Brokers) |
| Phone | 516-268-3446 |
| Address | 333 Jericho Turnpike Jericho, NY 11753 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 39.7 |
| (b) Individuals (high net worth individuals) | 29 | 86.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 65 | 57.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 20.5 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 204.1 |
| By Discretionary | ||
| Discretionary | 600 | 201.8 |
| Non-Discretionary | 1 | 2.3 |
| Total | 601 | 204.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.1 | |
| Total | 601 | 204.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002040317] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
Momentum Wealth Planning LLC
✚
|
0.2 | |
|
McGinn Penninger Investment Management Inc
✚
|
VA | 0.2 |
|
The William Allan Corporation
✚
|
CO | 0.2 |
|
Prospect Financial Group LLC
✚
|
0.2 | |
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |
|
Frankly Finances LLC
✚
|
0.2 | |
|
Alianza Corp Investment Advisor
✚
|
FL | 0.2 |
|
Springwater Wealth Management LLC
✚
|
OR | 0.2 |
|
Lightsquare Wealth Management LLC
✚
|
MI | 0.2 |