Maverick Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Flat fees may be charged for financial planning services based on complexity and time
$0 - $5,000,000: 1.50% annually $5,000,001 - $50,000,000: 1.00% annually $50,000,001+: 0.75% annually
$125 - $275 per hour for financial planning services
Main office
See officeFrisco TX
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Bridgehouse Wealth Advisors LLC · D3 Wealth Partners LLC · Maverick Private Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 in Frisco, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Maverick Private Wealth LLC since 2015 and at Cornerstone Family Office Advisors LLC since 2016, where he provides administrative and planning services to high-net-worth families. He is also the owner of F2 Analytics LLC, a consulting business specializing in operations, accounting, and finance for small businesses. Maverick Private Wealth LLC offers discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to individuals with net worths of $3 million or more, trusts, foundations, and employer-sponsored plans. The firm applies a range of analytical methods and proprietary investment systems, managing client accounts on a discretionary basis with strategies tailored to each client's circumstances.
Michael R
Series 63, Series 65, Series 66
Bradenton, FL
Maverick Private Wealth LLC
Michael Reynolds is a financial advisor with Maverick Private Wealth LLC in Bradenton, FL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Hedgeo Capital Advisors, First Sarasota Capital Advisors, Wellspring Wealth Management, Banc Of America Investment Services, and Citigroup Global Markets. He holds a Florida State Insurance License and occasionally recommends fixed annuities as part of his client strategies. Maverick Private Wealth LLC provides discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory to high-net-worth individuals, trusts, foundations, and employer-sponsored plans. The firm employs proprietary investment systems alongside external managers, using diverse strategies tailored to client circumstances and manages a limited number of client accounts with a focus on customized investment approaches.
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