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Adam Richard Wojtkowski

Copper Beech Wealth Management

Mansfield, MA

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Current Employers
Copper Beech Wealth Management

20 Cabot Blvd. Suite 300, Mansfield, MA 02048 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-03-10
MI RA APPROVED 2025-09-15
RI RA APPROVED 2023-01-05
MA RA APPROVED 2022-09-23
  • NH RA
    APPROVED
    Since 2026-03-10
  • MI RA
    APPROVED
    Since 2025-09-15
  • RI RA
    APPROVED
    Since 2023-01-05
  • MA RA
    APPROVED
    Since 2022-09-23

Branch Locations

20 Cabot Blvd. Suite 300, Mansfield, MA 02048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beaumont Financial Partners, Llc Wellesley Hills MA 02/2014 06/2019
Smith, Salley & Associates, Llc Greensboro NC 07/2019 02/2022
Nwam, Llc Dba Northwest Asset Management Mercer Island WA 02/2022 Present
  • 02/2014 → 06/2019
    Beaumont Financial Partners, Llc
    Wellesley Hills, MA
  • 07/2019 → 02/2022
    Smith, Salley & Associates, Llc
    Greensboro, NC
  • 02/2022 → Present
    Nwam, Llc Dba Northwest Asset Management
    Mercer Island, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-13
S63 Uniform Securities Agent State Law Examination 2004-08-09
  • S66 Uniform Combined State Law Examination
    2008-12-13
  • S63 Uniform Securities Agent State Law Examination
    2004-08-09
Designations

View on SEC IAPD

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