Merkkuri Wealth Advisors LLC

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.