Marosek, Yuka

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Clemente, California
CRD number
333832
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

Marosek, Yuka is listed in FINTRX as an independent registered investment adviser organized as a sole proprietorship and owned by Marosek, Yuka. The profile indicates a fixed‑fee pricing model; the firm is not recorded as a capital allocator and is not identified as an active ESG investor. FINTRX also notes that the adviser is not classified as a multi‑state adviser and is not flagged as newly formed. The record provides very limited disclosure about the firm’s client focus, investment approach, or day‑to‑day advisory activities — those fields are blank in the available profile and the SEC registration year is not recorded. That lack of detail suggests either a very small or highly private practice, or simply an incomplete public profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Yuka Marosek

    Yuka Marosek

    Founder & CEOCRD 4574694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Clemente, CA

Orange

Location

San Clemente, CA

Headquartered in San Clemente, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
906 Calle Venezia
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth