MURAWSKI WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$74.5M
Discretionary
$74.5M
100% of AUM
Avg account
$378K
Accounts
197
Employees
1
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 44%, Cash & Cash Equivalents 2%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds44%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • MATTHEW MURAWSKI

    DirectorCRD 6090282

  • ANJA MURAWSKI

    InvestorCRD 7942619

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth