MERKKURI WEALTH ADVISORS LLC
CRD #330164 SEC #801-129728 JERICHO, NY 516-268-3446
SEC Registered
Total AUM
$181.9M
Discretionary
$181.9M
Employees
7
Clients
51
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $181.9M | $181.9M | $0 | 7 | 0 |
| Mar 2025 | $181.9M | $181.9M | $0 | 7 | 0 |
| Feb 2025 | $156.2M | $156.2M | $0 | 7 | 0 |
| Nov 2024 | $156.2M | $156.2M | $0 | 7 | 0 |
| Jul 2024 | $156.2M | $156.2M | $0 | 7 | 0 |
| Jul 2024 | $156.2M | $156.2M | $0 | 7 | 0 |
| Apr 2024 | $0 | $0 | $0 | 7 | 0 |
| Feb 2024 | $0 | $0 | $0 | 7 | 0 |
DateMay 2025
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0