CZURAK WEALTH MANAGEMENT, LLC
CZURAK WEALTH MANAGEMENT, LLC of TYLER, TX is an SEC-registered investment adviser (CRD 165263). Regulatory assets under management: $45.0M.
Registration
- CRD: 165263
- SEC file number: 801-77072
- Type: Registered investment adviser
- Location: 5763 EAGLES NEST BLVD, TYLER, TX, 75703
- Phone: 855-213-6571
- Latest filing: 2025-06-10
- Regulatory AUM: $45.0M
- Discretionary AUM: $45.0M
- Clients: 2
- Accounts: 78
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| CZURAK STEVEN JAN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
More on this firm