Investment adviser · CRD 165263

CZURAK WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

TYLER, TX, United States · Form ADV filed Mar 14, 2013

Regulatory AUM
$28M
Form ADV · Item 5.F
Client accounts
150
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 14, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

3225 UNIVERSITY BLVD.
TYLER, TX, 75701, United States

CRD 165263

Filing source

Form ADV 705366 · Mar 14, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.