Merkkuri Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$126,042,973
Clients
209
Advisors
3
of 7 employees
About
Merkkuri Wealth Advisors LLC provides wealth management, investment management, and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm serves as a fiduciary and also offers ERISA 3(21) retirement plan advisory services tailored to plan sponsors and participants.
The firm typically manages discretionary portfolios—often employing sub‑advisers such as AE Wealth Management—and constructs diversified allocations that include individual equities, bonds, mutual funds, ETFs and, when appropriate, alternative investments such as REITs and private placements. Merkkuri Wealth monitors accounts on an ongoing basis, documents client objectives and risk tolerance, and offers a wrap‑fee program that bundles securities transaction costs (Covered Costs) into a single wealth‑management fee.
Noteworthy features include a small advisory team (two advisors) overseeing roughly $204 million in AUM despite the firm’s recent formation (founded January 2024) and acting as the sponsor and portfolio manager of its own wrap fee program (see Appendix 1). The brochure also discloses that certain advisory representatives are concurrently registered representatives of the broker‑dealer Integrity Alliance, LLC and that some advisors are licensed insurance professionals who may receive commissions for insurance product sales, which the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning services on a project basis, negotiable and no minimum fee required.
Advisory Persons may receive commissions from insurance product sales separate from advisory fees.
Main office
333 Jericho Turnpike, Suite 211
Jericho NY 11753
Advisors at this office
3
Most active in
California · Florida · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Merkkuri Wealth Advisors LLC · Pareshah Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Paresh S
CFP®, Series 63, Series 65
Jericho, NY
Merkkuri Wealth Advisors LLC
Paresh Shah is a CFP® with 22 years of industry experience, currently serving as an advisor at Merkkuri Wealth Advisors LLC. His prior roles include positions at Kestra Financial, Lion Street Financial, and Guardian Life Insurance. Shah is a member of the Board of Directors for the New York South Asian Chamber of Commerce and serves as a trustee for the Dudhiya Talav Navsari organization in India. Merkkuri Wealth Advisors LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs discretionary portfolio management using model allocations and third-party sub-advisers, combining technical, fundamental, and cyclical analysis across a range of investment products.
Tom H
Series 66
Jericho, NY
Merkkuri Wealth Advisors LLC
Tom Homestead is a financial advisor at Merkkuri Wealth Advisors LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Guardian Life and Kestra Financial, Inc. Homestead also provides services as an independent contractor for Pareshah Partners and offers recommendations on property and casualty insurance and Medicare supplement plans. Merkkuri Wealth Advisors LLC delivers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages discretionary portfolios, often employing sub-advisers, and offers a wrap-fee program that combines securities transaction costs into a single fee.
Shamik S
Series 65
Jericho, NY
Merkkuri Wealth Advisors LLC
Shamik Shah is a financial advisor at Merkkuri Wealth Advisors LLC with a Series 65 credential. He has experience working with Integrity Alliance and Merkkuri Wealth Advisors since 2022. Prior to his advisory roles, he held various positions including roles at Hunter College and The Coder School. Merkkuri Wealth Advisors LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm typically manages discretionary portfolios using diversified allocations and acts as a fiduciary while offering specialized retirement plan advisory services.
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