Murawski Wealth Management

RIASEC Registered

Total AUM

$74.5M

Discretionary

$74.5M

100% of AUM

Avg account

$378K

Accounts

197

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 332094
Website: murawskiwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., TRADE-PMR INC.
Fee structure: Percentage of AUM
Client types: HNWI62.66%
Individuals22.83%
Pension & Profit Sharing Plans14.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Murawski Wealth Management is an independent, individually owned registered investment adviser operating as an LLC. The firm charges clients a percentage of assets under management and serves both individual/family clients and institutional entities. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for larger business or institutional accounts, and pension consulting. The firm is not positioned as an ESG-focused manager and is not indicated as a multi-state or newly formed adviser.