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MERKKURI WEALTH ADVISORS LLC

JERICHO, NY · CRD 330164 · IAPD ↗ · 516-268-3446

$204.1MRegulatory AUM
3Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MERKKURI WEALTH ADVISORS LLC now reports custody of client assets ($22.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
June 2025 — MERKKURI WEALTH ADVISORS LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
March 2025 — MERKKURI WEALTH ADVISORS LLC moved its main office from HICKSVILLE, NY to JERICHO, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
December 2024 — MERKKURI WEALTH ADVISORS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2024 — MERKKURI WEALTH ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
48
May 2024 — MERKKURI WEALTH ADVISORS LLC notice-filed in FL, NJ, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — MERKKURI WEALTH ADVISORS LLC (HICKSVILLE, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.