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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- RadialDelta +more
- Established Date
- 01-19-2017
- Office Locations
- 1
Office Locations
About Mercurio Wealth Advisors
Mercurio Wealth Advisors is a Louisville, KY RIA focused on retirees and pre-retirees, delivering its Retirement 360 Gameplan across retirement income, investment, legacy, healthcare, and tax planning. Portfolios commonly use ETFs and mutual funds, with custodial relationships at Schwab and Fidelity. The firm emphasizes investor education through published checklists plus events, radio, and podcasts.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD ALAN MERCURIO
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #1624265
- Ownership
- 75% or more
TROY WAYNE BOLTON
President, Wealth Advisor
- CRD
- #6401218
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Ashley Rose Schneider
Advisor
- CRD
- #7432984
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,065,289 | $147,404 |
| Non-Discretionary | $0 | -- |
| Total | $141,065,289 | $147,404 |
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Separately Managed Accounts
Total SMA Asset: $141,065,289
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,860,859,590 | 37.5% |
| Public Funds | $3,143,131,069 | 41.2% |
| Cash | $1,624,968,247 | 21.3% |
| Total | $7,628,958,906 | 100.0% |