CZURAK WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- TYLER, Texas
- CRD number
- 165263
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Czurak Wealth Management, LLC is an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing financial planning services, portfolio management for individuals and small businesses, and pension consulting services. Czurak Wealth Management is known for its individualized approach, catering primarily to individual and family clients. The firm operates under a fee structure based on a percentage of assets under management (AUM), aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- State & Local Bonds20%
- Cash & Cash Equivalents8%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Contacts
2 of 2Brinley Czurak
Managing MemberCRD 8110775
STEVEN CZURAK
Owner, PresidentCRD 1179895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TYLER, TX
SMITH
Location
TYLER, TX
Headquartered in TYLER, TX, anchoring the Tyler-Jacksonville, TX metro in the South.
- Metro area
- Tyler-Jacksonville, TX
- Region
- South
- County
- SMITH
- Address
- 5763 Eagles Nest Blvd
- Time zone
- CT (UTC-6)
- Office locations
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