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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAH, PARESH, B | I | OWNER | E | Control |
| SHAH, PARESH, B | I | OWNER | E | Control |
| SHAH, PARESH, B | I | OWNER | E | Control |
| SHAH, PARESH, B | I | OWNER | E | Control |
| SHAH, PARESH, B | I | OWNER | E | Control |
| SHAH, PARESH, B | I | OWNER | E | Control |
| SHAH, PARESH, B | I | OWNER | E | Control |
| SHAH, PARESH, B | I | OWNER | E | Control |
| SHAH, PARESH, B | I | OWNER | E | Control |
Registrations
Federal
IA
May 21, 2025 REGISTERED
Notice Filings (6)
CA FL NJ NY PA TX
Address
333 JERICHO TURNPIKESUITE 211
JERICHO, NY 11753
United States
Phone: 516-268-3446