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MERCURIO WEALTH ADVISORS
9100 Shelbyville Rd.
Suite 150
Louisville, Kentucky 40222
Tel: (502) 253-9366
About MERCURIO WEALTH ADVISORS
MERCURIO WEALTH ADVISORS, formally registered with the SEC as MERCURIO WEALTH ADVISORS. The firm was established in 08/25/2021. They have over 1 offices throughout the country.
MERCURIO WEALTH ADVISORS is a Louisville, Kentucky based Financial Planning firm with nearly $105,048,971 assets under management, offering retirement planning & investment advisory services to 913 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283632 |
| SEC# | 801-121883 |
| Assets Managed by Firm | $105,048,971 |
| No. of Clients | 913 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SELECTION OF OTHER ADVISERS FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 913 | $105,048,971 |
| Individuals (other than high net worth individuals) | 413 | $104,369,720 |
| Pension and profit sharing plans | 9 | $620,730 |
| Corporations or other businesses | Fewer than 5 clients | $58,521 |
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