# Mercury Financial Advisors

> Mercury Financial Advisors is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2025.

- CRD: 166362
- Filed as: MERCURY FINANCIAL ADVISORS
- Legal name: Sang Lee Wong
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 25, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166362
- AdvisorCensus page: https://advisorcensus.com/firm/mercury-financial-advisors-166362

## Quick answers

**How is Mercury Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Mercury Financial Advisors reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mercury Financial Advisors registered with the SEC or a state?**
Mercury Financial Advisors is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166362.

**How much does Mercury Financial Advisors manage?**
Mercury Financial Advisors reports $23,000,000 in regulatory assets under management in its Form ADV filing dated March 25, 2025 (100% discretionary).

**What types of clients does Mercury Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (5).

**Does Mercury Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166362

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,000,000
- Discretionary: $23,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,500,000 |
| High net worth individuals | 11 | $21,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mercuryfinadv.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mercury Financial Advisors (CRD 166362): Form ADV filing data as of October 2026.