MERCURIO & ASSOCIATES INC.
Legal name: MERCURIO WEALTH ADVISORS
CRD #283632 SEC #801-121883 LOUISVILLE, KY (502) 253-9366
SEC Registered
Total AUM
$123.2M
Discretionary
$118.1M
Employees
10
Clients
10
Accounts
942
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $123.2M | $118.1M | $5.1M | 10 | 2 |
| Mar 2024 | $105M | $97.2M | $7.9M | 8 | 5 |
| Sep 2023 | $92.2M | $92.2M | $0 | 6 | 5 |
| Mar 2023 | $92.2M | $92.2M | $0 | 6 | 5 |
| Jul 2022 | $115.6M | $115.6M | $0 | 3 | 5 |
| Mar 2022 | $115.6M | $115.6M | $0 | 2 | 5 |
| Jan 2022 | $115.6M | $115.6M | $0 | 3 | 5 |
| Jan 2022 | $115.6M | $115.6M | $0 | 3 | 5 |
| Dec 2021 | $105.6M | $105.6M | $0 | 3 | 10 |
| Oct 2021 | $105.6M | $105.6M | $0 | 2 | 10 |
| Sep 2021 | $105.6M | $105.6M | $0 | 2 | 10 |
| Aug 2021 | $105.6M | $105.6M | $0 | 2 | 10 |
| Jun 2021 | $105.6M | $105.6M | $0 | 2 | 10 |
DateMar 2025
Total AUM$123.2M
Discretionary$118.1M
Non-Disc.$5.1M
Employees10
Clients2
DateMar 2024
Total AUM$105M
Discretionary$97.2M
Non-Disc.$7.9M
Employees8
Clients5
DateSep 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees6
Clients5
DateMar 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees6
Clients5
DateJul 2022
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees3
Clients5
DateMar 2022
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees2
Clients5
DateJan 2022
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees3
Clients5
DateJan 2022
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees3
Clients5
DateDec 2021
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees3
Clients10
DateOct 2021
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees2
Clients10
DateSep 2021
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees2
Clients10
DateAug 2021
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees2
Clients10
DateJun 2021
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees2
Clients10