DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Czurak Wealth Management, LLC

Former SEC-registered adviserTyler, TexasCRD 165263SEC 801-77072IAPD
Latest filing Mar 14, 2013
First filing on the tape Aug 17, 2012 · 6 filings
RAUM
$28.0M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$28.0M as of Mar 14, 2013
Aug 17, 2012$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 14, 2013
Jan 11, 20131 then
Employees (5.A)1 as of Mar 14, 2013
Jan 11, 20131 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 14, 2013; every figure names its basis
RAUM per advisor
$28.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$186,667derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
150reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 days1 left over 36 months
Left, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Jan Steven Czurak · Managing Member And Chief Compliance Officercontrol
    since 09/2012 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Tyler, Tx · principal001
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Advisory activities · 2 to 3
    Jan 11, 2013 to Mar 14, 2013
  • Accounts · 0 to 150
    Sep 7, 2012 to Jan 11, 2013
  • Advisory employees · unset to 1.0
    Sep 7, 2012 to Jan 11, 2013
  • BD registered reps · unset to 0.0
    Sep 7, 2012 to Jan 11, 2013
  • Employees · unset to 1.0
    Sep 7, 2012 to Jan 11, 2013
  • State-registered IARs · unset to 1.0
    Sep 7, 2012 to Jan 11, 2013
  • Non-discretionary RAUM · $0 to $28.0M
    Sep 7, 2012 to Jan 11, 2013
  • RAUM · $0 to $28.0M
    Sep 7, 2012 to Jan 11, 2013
  • Business name · CZURAK WEALTH MANAGEMENT, RIA to CZURAK WEALTH MANAGEMENT, LLC
    Aug 17, 2012 to Sep 7, 2012
  • Legal name · CZURAK WEALTH MANAGEMENT, RIA to CZURAK WEALTH MANAGEMENT, LLC
    Aug 17, 2012 to Sep 7, 2012
Signals
2 dated events
  • Steven Jan Czurak left Czurak Wealth Management, Llc for Advisory Services Network (registered 2026-01-14)
    Aug 7, 2026 · Advisor changed firm · fact
  • Czurak Wealth Management, Ria filed its initial SEC registration (Form ADV)
    Aug 17, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026