MURAWSKI WEALTH MANAGEMENT
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 332094
- Custodians
- CHARLES SCHWAB & CO., INC., TRADE-PMR INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.66%
- Individuals22.83%
- Pension & Profit Sharing Plans14.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Murawski Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm serves both individuals and families as well as institutional clients, charging advisory fees on a percentage-of-assets-under-management basis. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management for business or institutional clients, and pension consulting. Investment activity emphasizes publicly traded equities and exchange-traded products as the core of client portfolios, with separately managed account (SMA) strategies used to implement equity exposure. The firm is not an active ESG investor and is not structured as a capital allocator; instead it employs direct allocations and third‑party fund managers where appropriate. Murawski Wealth Management operates on a single-state basis per filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents2%
Contacts
2 of 2MATTHEW MURAWSKI
DirectorCRD 6090282
ANJA MURAWSKI
InvestorCRD 7942619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1801 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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