Adam Richard Wojtkowski

Employer firm

Copper Beech Wealth Management CRD 321059

$78.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2022-02-11 → 2022-12-21
  Northwest Asset Management
  Mansfield, MA
  Mercer Island, WA
  Plainville, MA
• 2019-07-16 → 2022-02-25
  Smith Salley Wealth Management
  Walpole, MA
• 2014-02-24 → 2019-06-26
  Beaumont Financial Partners Llc
  Needham, MA
• 2013-04-24 → 2014-02-07
  Citizens Securities, Inc.
  Somerville, MA
  Medford, MA
  Somerville, MA
  Medford, MA
• 2012-12-19 → 2013-04-17
  Lpl Financial Llc
  Westwood, MA
  Somerville, MA
  San Diego, CA
  Somerville, MA
• 2008-12-22 → 2012-12-17
  Strategic Advisers Llc
  Framingham, MA
  Cary, NC

Exams

• S66 Uniform Combined State Law Examination
  2008-12-13
• S63 Uniform Securities Agent State Law Examination
  2004-08-09

Designations

• Certified Financial Planner