Multi-Family OfficeRIA · CRD 318456SEC-Registered

Updated:

MYFI Wealth Management

MYFI WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1...

MYFI Wealth Management

MYFI WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2019

Location

Region

North America

Country

United States

City

Denver

Corporate office

Denver, CO, United States

Principals

Dustin A. Czerwonka

Managing Partner

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Who runs investment decisions at MYFI Wealth Management?

Dustin A. Czerwonka serves as Managing Partner and leads the firm's investment committee. His background includes prior roles in private wealth management and direct investing, though specific professional history is not broadly disclosed in public records (per public record).

How does MYFI source proprietary deal flow?

MYFI leverages its advisor network and direct relationships with middle-market companies and real estate developers to source deals. The firm's RIA structure allows it to act as both advisor and co-investor, accessing opportunities that may not be broadly marketed to institutional allocators.

Is MYFI structured as a single family office or does it operate more like a wealth management firm?

MYFI is structured as a registered investment advisor (RIA) that functions as a multi-family office. It serves multiple unrelated families, distinguishing it from a single-family office. Its regulatory registration with the SEC is consistent with traditional RIA compliance obligations.

Does MYFI participate in fund commitments or only direct deals?

MYFI engages in both fund commitments and direct co-investments. The firm allocates to private credit and hedge funds through external managers while also executing direct real estate and infrastructure deals alongside its client families.

What investment stages does MYFI typically target?

MYFI focuses on growth-stage and mature assets, particularly in infrastructure, real estate, and private credit. The firm does not publicly target venture-stage opportunities, consistent with its focus on income-generating and capital-preservation strategies.

Where does the underlying wealth come from?

The wealth origins of MYFI's client families are not publicly disclosed by the firm. Given its Denver base, a portion of clients may be associated with regional industries such as energy, real estate, and professional services, but no specific family names have been attributed.

Does MYFI maintain philanthropic structures?

No philanthropic structures or associated foundations have been publicly identified. The firm's registered entity does not list charitable vehicles in SEC ADV filings or other public documents.

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