Czurak Wealth Management, LLC

Czurak Wealth Management, LLC (CRD# 165263) is a financial advisory firm headquartered in Tyler, TX. They manage $44,000,000 in 76 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5763 Eagles Nest Blvd, Suite 2, Tyler, TX 75703
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $578,947
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Czurak Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Czurak, financial advisor Tyler TX
Steven J. Czurak
CRD#: 1179895
5763 Eagles Nest Blvd, Suite 2, Tyler, TX 75703

Steven Czurak (CRD# 1179895) is an Investment Advisor Representative working at Czurak Wealth Management, LLC in Tyler, TX and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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