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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2015
- Office Locations
- 2
Office Locations
About Maverick Private Wealth LLC
Maverick Private Wealth is a Texas-based RIA providing discretionary investment and wealth management for individuals, financial advisors, nonprofits, and institutional clients. Portfolios emphasize equities and ETFs, built with proprietary, rules-based algorithms (relative strength and multi-factor models) and backtested risk overlays that can shift cash or hedge in volatile markets. Also offers tax optimization and holistic wealth management; works with Schwab and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN LEE CZERWINSKI
Manager
- CRD
- #2860094
- Ownership
- 25% but less than 50%
MICHAEL HOWARD REYNOLDS
--
- CRD
- #1549498
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,656,995 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,656,995 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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