C
$45.0M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2012
- Office Locations
- 1
Office Locations
5763 Eagles Nest Blvd Suite 2 Tyler TX
About Czurak Wealth Management, LLC
Czurak Wealth Management, LLC is a Tyler-based RIA. The firm has been operating for 13 years. Managing $45.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$45.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
7.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
STEVEN JAN CZURAK
Owner, President
- CRD
- #1179895
- Ownership
- 75% or more
Available
Available
Available
B
Brinley Czurak
Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | -- |
| Non-Discretionary | $0 | $186,667 |
| Total | $45,000,000 | $186,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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