| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Marie Heroux | Chief Compliance Officer | Under 5% | 2024 |
| Paresh B Shah Control | Owner | Over 75% | 2024 |
Merkkuri Wealth Advisors LLC reports $181.9 million in regulatory assets under management on its Form ADV.
Merkkuri Wealth Advisors LLC reports 7 employees.
Merkkuri Wealth Advisors LLC is based in Jericho, NY and has been SEC-registered since 2024.
Merkkuri Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 333 Jericho Turnpike, Suite 211, Jericho, NY 11753 |
| Phone | 516-268-3446 |
| Fax | 516-274-3790 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $181.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $181.9M |