Tom Patrick Homestead
Investment adviser representative at Merkkuri Wealth Advisors LLC
16 yearsExperience
1 stateRegistered in
$204.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Integrity Alliance, LLCOct 2025 to now
- Merkkuri Wealth Advisors LLCApr 2024 to now
- Csenge Advisory GroupFeb 2021 to now
- Lion Street FinancialFeb 2021 to now
- Guardian Life Insurance Co of AmericaJul 2010 to now
- Kestra Financial, Inc.Jul 2018 to Feb 2021
- Park Avenue Securities LLCJul 2018 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Merkkuri Wealth Advisors LLC
$204.1MAssets managed
286Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5316562
- Firm CRD
- 330164