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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2012
- Office Locations
- 1
Office Locations
About Czurak Wealth Management, LLC
Czurak Wealth Management, LLC is a Tyler-based RIA. The firm has been operating for 14 years. Managing $45.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on June 10, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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Owner & Executives
STEVEN JAN CZURAK
Owner, President
- CRD
- #1179895
- Ownership
- 75% or more
Brinley Czurak
Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
Czurak Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.