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.
Registered advisor
Adam Richard Wojtkowski
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Sep 23, 2022
In the industry
22 y
since Aug 9, 2004 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Copper Beech Wealth Management state registered currentsince Sep 23, 2022 · Mansfield, Ma
- Northwest Asset Management independent RIAFeb 11, 2022 to Dec 21, 2022 · Plainville, Ma
- Smith Salley Wealth Management independent RIAJul 16, 2019 to Feb 25, 2022 · Walpole, Ma
- Beaumont Financial Partners LLC formerFeb 24, 2014 to Jun 26, 2019 · Needham, Ma
- Citizens Securities, Inc. BD affiliatedApr 24, 2013 to Feb 7, 2014 · Somerville, Ma
- LPL Financial LLC BD affiliatedDec 19, 2012 to Apr 17, 2013 · Westwood, Ma
- Strategic Advisers LLC national BDDec 22, 2008 to Dec 17, 2012 · Framingham, Ma
Moves
a registration end followed by a registration begin elsewhere
- Northwest Asset Management to Copper Beech Wealth Managementleft Dec 21, 2022, registered Sep 23, 2022 (-89 days) · RIA to a state-registered adviser
- Smith Salley Wealth Management to Northwest Asset Managementleft Feb 25, 2022, registered Feb 11, 2022 (-14 days) · RIA to RIA
- Beaumont Financial Partners LLC to Smith Salley Wealth Managementleft Jun 26, 2019, registered Jul 16, 2019 (20 days) · RIA to RIA
- Citizens Securities, Inc. to Beaumont Financial Partners LLCleft Feb 7, 2014, registered Feb 24, 2014 (17 days) · Other
- LPL Financial LLC to Citizens Securities, Inc.left Apr 17, 2013, registered Apr 24, 2013 (7 days) · Other
- Strategic Advisers LLC to LPL Financial LLCleft Dec 17, 2012, registered Dec 19, 2012 (2 days) · Other
Signals
- Adam Richard Wojtkowski left Northwest Asset Management for Copper Beech Wealth Management (registered 2022-09-23)Dec 21, 2022 · Advisor changed firm · fact
- Adam Richard Wojtkowski left Smith Salley Wealth Management for Northwest Asset Management (registered 2022-02-11)Feb 25, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address