M
$204.1M Total AUM
$201.8M Disc. AUM
-- 3Y CAGR
7 Employees
286 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2024
- Office Locations
- 1
Office Locations
333 Jericho Turnpike Suite 211 Jericho NY
About Merkkuri Wealth Advisors LLC
Merkkuri Wealth Advisors LLC is a Jericho-based RIA. The firm has been operating for 2 years. Managing $204.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
56 AVG AGE
$68.0M AVG AUM / ADVISOR
$713.5K AVG AUM / CLIENT
1.9 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
PARESH B SHAH
Owner
- CRD
- #4727940
- Ownership
- 75% or more
Available
Available
Available
CHRISTINE MARIE HEROUX
Chief Compliance Officer
- CRD
- #6124348
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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TOM PATRICK HOMESTEAD
--
- CRD
- #5316562
Available
Available
Available
S
Shamik Paresh Shah
--
- CRD
- #7080089
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,762,496 | $336,271 |
| Non-Discretionary | $2,299,409 | $2,299,409 |
| Total | $204,061,905 | $339,537 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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