# Merkkuri Wealth Advisors

Merkkuri Wealth Advisors is a Bank / Wealth / Trust based in Jericho, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jericho, United States
- **Region:** North America
- **Address:** 333 Jericho Turnpike, Suite 211, Jericho, NY 11753, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** pareshah.com

## Regulatory record

- **CRD number:** 330164
- **SEC file number:** 801-129728
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330164

## About

Paresh Shah founded PareShah Partners after entering the financial industry in 1996 and earning his CFP certification. The Jericho, New York firm directs its advice to owners of closely held businesses and professional families, supplementing their existing CPAs and attorneys with planning rather than replacing them. Mr. Shah also serves on the Board of Trustees for IIT Kharagpur and has funded US and India healthcare and education initiatives since 2001. PareShah Partners coordinates tax, investment, insurance, and estate planning for clients. The firm's primary toolset includes strategies intended to save, defer, or eliminate income, capital-gains, and estate taxes, and the website highlights partnerships with tax and legal professionals. The portfolio-construction process and specific asset classes or investment vehicles used are not described on the public-facing site; the firm notes that insurance products are offered through unaffiliated insurers and that its advisory representatives may also be licensed agents earning commissions. No headcount, aggregate AUM, or client-count figure has been published. The firm operates from a single office on Jericho Turnpike, and the website points to a parallel entity, Merkkuri Wealth Advisors, without detailing its legal or registration linkage. No recent fundraises, deal announcements, or regulatory filings were located to confirm current deployment scale. Paresh Shah structures the practice as a personal advisory conduit: one named principal with a niche in tax efficiency for owner-operated businesses and families. The hybrid model — registered investment adviser paired with insurance-licensed representatives — creates a revenue architecture distinct from a pure fee-only planner, aligning compensation partly with product implementation rather than solely with plan advice.

## Sectors

- Wealth Management
- Tax Planning
- Insurance

## People

- Paresh B. Shah — Founder

## Questions

### Who runs investment decisions at Merkkuri Wealth Advisors?

Paresh B. Shah is the founder and sole named principal. The firm's website describes him as the visionary behind the practice and a CFP professional who has been in the industry since 1996. No additional investment-committee names, analysts, or external CIO relationships are disclosed in available sources.

### How does the firm source and manage client portfolios?

Portfolio construction specifics are not publicly detailed. The firm emphasizes tax-aware planning — aiming to save, defer, or eliminate income, capital-gains, and estate taxes — and states it supplements the work of a client's existing CPA and attorney. Whether assets are custodied at a third-party platform, managed via in-house models, or outsourced to TAMPs is not disclosed.

### What client profile does Merkkuri Wealth Advisors target?

The firm's materials repeatedly reference closely held business owners, professional families, and CPAs as referral partners. No minimum-account-size or net-worth threshold is stated; the practice organizes its website experience around three pathways: CPAs, prospective or current clients, and other advisors.

## Related profiles

- [MERK Capital Corporation](https://altss.com/profile/merk-capital-corporation)
- [Merkle Retirement Planning](https://altss.com/profile/merkle-retirement-planning)

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Last updated: 2026-06-03T20:00:00.000Z

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