CRD: 332094
Murawski Wealth Management
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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
About Murawski Wealth Management
Murawski Wealth Management is a Los Angeles-based, fee-only RIA operating under the fiduciary standard. The firm provides personalized financial planning and investment management for clients in Los Angeles and beyond, building custom portfolios aligned to goals and risk tolerance and advising on retirement planning, tax-efficient strategies, risk/insurance planning, and estate and legacy planning, with ongoing financial education. Custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW JAMES MURAWSKI
Advisor, Chief Compliance Officer, DIRECTOR
- CRD
- #6090282
- Ownership
- 75% or more
ANJA MURAWSKI
--
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,543,259 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,543,259 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,543,259
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,224,857,264 | 43.7% |
| Public Funds | $697,916,382 | 24.9% |
| Cash | $880,103,389 | 31.4% |
| Total | $2,802,877,035 | 100.0% |