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Merkkuri Wealth Advisors LLC

EST. AUM
$204,061,905

CONTACTS

CLIENT ACCOUNTS
601

Firm Details

Metro area New York City
CRD Number 330164
Website pareshah.com
Client types

Overview

PareShah Partners is a wealth-management and financial-planning practice operating as a DBA of SEC-registered Merkkuri Wealth Advisors LLC. The firm serves individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. Its services integrate investment management with financial, retirement, estate, insurance, education, and tax-aware planning. Client portfolios generally utilize individual equities, mutual funds, bonds, and exchange-traded funds, with allocations customized around objectives, liquidity requirements, time horizons, and risk tolerance. The firm may also use third-party investment managers and provides retirement-plan fiduciary advisory services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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