SourcingSourcing

MERKKURI WEALTH ADVISORS LLC

C47
CRD 330164·SEC 801-129728·JERICHO, NY
AUM
$204.1M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$612K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERKKURI WEALTH ADVISORS LLC
CRD
330164
SEC file #
801-129728
EIN
823804156
DBA names
—

Economics

AUM
$204.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$181.9M → $204.1M▲ +12%
Client mix
Individuals Other180
Pension Profit Sharing Plans65
Individuals High Net Worth29
Corporations12

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
JERICHO NY
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
facebook.com/pareshahpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHAH, PARESH, B
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SHAH, PARESH, B
HEROUX, CHRISTINE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:merkkuri.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002040317
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2024-10-23
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002040317-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5077
Soi Zip Pct 200k Plus
0.3098
Soi Zip Returns 200k Plus
2020
Soi Zip Total AGI
1,489,725
Fdic Zip Total Deposits
40,487,250,000
Fdic Zip Branch Count
359
Fdic Zip Top Banks
Esquire Bank, National Association
Signature Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
960 SOUTH BROADWAYHICKSVILLE, NY 11801
Business
960 SOUTH BROADWAYHICKSVILLE, NY 11801
Edgar EIN
823804156
Edgar Recent Filings
13F-HR2026-04-21 · 0002040317-26-000002
13F-HR2026-01-29 · 0002040317-26-000001
Fdic Zip Branches Raw
The Lincoln Savings Bank, FSBJericho, NY
State Bank of Long IslandJericho, NY
Fdic Zip HHI
1031.25
Fdic Zip Top Bank Share Pct
19.74
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI14,518
Returns1,360
Stub 2
AGI27,893
Returns760
Stub 3
AGI37,332
Returns600
Soi Zip Total Business Income
56,757
Soi Zip Total Cap Gains
115,390
Soi Zip Total Dividends
65,898
Soi Zip Total Returns
6,520
Top Owner CRD
4727940
Trust Company Affiliate
No

People (4)

4
SHAH, PARESH, B
IAR · Direct Owner · 87.5%
4727940
CHRISTINE MARIE HEROUX
Executive Officer · 2.5%
6124348
Shamik Paresh Shah
IAR
7080089
TOM PATRICK HOMESTEAD
IAR
5316562