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MERCURY FINANCIAL ADVISORS

SANG LEE WONG

CRD 166362

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$23.0M

Discretionary AUM

$23.0M

Team

1 total employees; 1 advisory reps; 16 broker-dealer reps

Clients

1-10

Fees

Fixed fees

Org form

Sole Proprietorship

Filing date

2025-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals5$1.5M
High net worth individuals11$21.5M

All web addresses on file

Official SEC filing: View on IAPD