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The fee is billed in arrears and is negotiable.","source":"MERKKURI WEALTH ADVISORS, LLC DISCLOSURE BROCHURE, filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Merkkuri Wealth Advisors use?","answer":"Merkkuri Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $204M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Merkkuri Wealth Advisors have?","answer":"Merkkuri Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Merkkuri Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Merkkuri Wealth Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 6% exchange-traded equities and 5% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Merkkuri Wealth Advisors?","answer":"Merkkuri Wealth Advisors’ direct owner is Paresh Shah (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Merkkuri Wealth Advisors get paid?","answer":"Merkkuri Wealth Advisors is paid through a percentage of assets under management and fixed fees. 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