Advisor at Murawski Wealth Management
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Firm
Murawski Wealth Management
Location
Los Angeles, CA 90067
Credentials
Series 63, Series 65
Industry experience
13 years
Matthew Murawski is the principal advisor at Murawski Wealth Management in Los Angeles, CA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goodstein Wealth Management and Cadaret, Grant & Co. The firm provides fee-only investment advisory services and comprehensive financial planning to individuals, pension and profit-sharing plan sponsors, trusts, estates, corporations, and other business entities. Murawski Wealth Management manages approximately $55 million in client assets, focusing on tactical allocation strategies and offering specialized pension consulting and fiduciary services uncommon among similarly sized independent firms.
Based on Murawski Wealth Management
$0 - $999,999: 1.00% $1 million - $2,999,999: 0.85% $3 million - $10 million: 0.75% Over $10 million+: Negotiable
Fee-only: Fee-only investment advisory services and comprehensive financial planning services included with advisory service fees.
1801 Century Park E., 24 Th Floor
Los Angeles, CA 90067
California
Murawski Wealth Management, LLC
2024 - Present (2 years)
Goodstein Wealth Management, LLC
2016 - 2024 (8 years)
Cadaret, Grant & Co., Inc.
2012 - 2016 (4 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 66
Playa Del Rey, CA
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Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
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Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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