Maverick Private Wealth LLC

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Client assets under management

$7,074,142

Clients

100% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$884,268

About

Maverick Private Wealth LLC provides discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory to individuals (including high-net-worth clients), trusts, foundations and employer-sponsored plans. The firm states a target client net worth of $3 million or more but maintains no account minimum and currently manages a small number of client relationships—two advisors serving eight clients with roughly $7.7 million in assets under management.

The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis, applying a range of analytical methods (charting, technical and fundamental analysis, cyclical and quantitative techniques, and modern portfolio theory). MPW uses internally developed proprietary investment systems together with external managers and may employ strategies spanning long-term allocations, short sales, margin, options and allocations to private funds and other alternative investments, tailored to each client’s circumstances.

Distinctive features for a firm of this size include a recent ownership change that added additional proprietary-system expertise, explicit authority to solicit client investments in private funds (with firm personnel at times participating), and the ability to serve as both a limited-scope ERISA 3(21) adviser and a full 3(38) investment manager for retirement plans. The firm also requires clients to use specified custodians for custody and execution and offers consolidated reporting on non‑advisory assets upon request, practices that may differ from many similarly sized peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees may be charged for financial planning services based on complexity and time

Percentage

$0 - $5,000,000: 1.50% annually $5,000,001 - $50,000,000: 1.00% annually $50,000,001+: 0.75% annually

Project-based

$125 - $275 per hour for financial planning services

Main office location

Maverick Private Wealth LLC

Frisco TX, United States

Number of offices

Most active in

Florida · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 469-430-2534

Advisors at this firm

Brian C

Series 63, Series 65

Frisco, TX

Maverick Private Wealth LLC

Brian Czerwinski is a financial advisor at Maverick Private Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maverick Private Wealth since 2015. He is also involved with Cornerstone Family Office Advisors LLC, which provides administrative and planning services to high-net-worth families, and owns F2 Analytics LLC, a consulting firm serving small businesses in operations, accounting, and finance. Maverick Private Wealth serves individuals, trusts, retirement plans, and donor-advised funds, typically targeting clients with a net worth of $3 million or more. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing proprietary investment methodologies and a range of strategies including long- and short-term trading, options, and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Executive

Michael R

Series 63, Series 65, Series 66

Bradenton, FL

Maverick Private Wealth LLC

Michael Reynolds is a financial advisor at Maverick Private Wealth LLC with 33 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hedgeo Capital Advisors, LLC and First Sarasota Capital Advisors, LLC. He also holds a Florida State Insurance License and occasionally recommends fixed annuities as an income option for clients. Maverick Private Wealth serves individuals, trusts, retirement plans, and donor-advised funds, generally targeting clients with a net worth of $3 million or more. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing proprietary investment methodologies and a range of strategies including long- and short-term trading, options, and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Executive

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