MERCURIO WEALTH ADVISORS

Overview

Mercurio Wealth Advisors is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm uses a fee mix of percentage of AUM and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Mercurio Wealth Advisors does not identify as an active ESG investor and operates under individual ownership with SEC registration dating to 2021. Investment activity centers on discretionary portfolio management with a clear preference for listed equities. The firm’s business model blends direct equity and ETF exposure for core allocations with delegated access to third‑party managers where managers or alternative strategies are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices