Mercurio Wealth Advisors
Financial Services • 
Hurstbourne, Kentucky, United States • 1-10 Employees
Company overview
| Headquarters | 9100 Shelbyville Road, Suite 150, Louisville, KY 40222, US |
| Phone number | +15022539370 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Investment Planning, Asset Protection, Wills And Trusts, Annuities, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, Probate, Charitable Giving, Tax Minimization Strategies, Ira Legacy Planning, Lifetime Income Planning, Ira & 401(K) Rollovers, Wealth Accumulation Assistance |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Mercurio Wealth Advisors
Alan Mercurio
Founder/ Ceo
Mercurio Wealth Advisors Email Formats
Mercurio Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@mercurioadvisors.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@mercurioadvisors.com | 85.7% |
{first name} | john@mercurioadvisors.com | 14.3% |
About Mercurio Wealth Advisors
CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals. AT MERCURIO WEALTH ADVISORS, OUR SOLE FOCUS IS YOU At Mercurio Wealth Advisors, you come first every time. We believe that every family needs to have an advocate in their corner, doing what’s right for them. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals. Our fiduciary standards ensure your plan is created and implemented with your best interests in mind. By working with Mercurio Wealth Advisors you do not just get one professional who cares, you get an entire team. Our approach allows for personalized attention from a team of advisors who are all working on YOUR behalf.
Mercurio Wealth Advisors revenue & valuation
| Annual revenue | $11,600,000 |
| Revenue per employee | $1,160,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $37,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Mercurio Wealth Advisors has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Mercurio Wealth Advisors has never raised funding before.
Mercurio Wealth Advisors Tech Stack
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