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CZURAK WEALTH MANAGEMENT, LLC
CRD 165263 · SEC 801-77072
5763 EAGLES NEST BLVD, SUITE 2, TYLER, TX, 75703, United States
Phone
855-213-6571
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.0M
Discretionary AUM
$45.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $45.0M |
Official SEC filing: View on IAPD