Mateusz Wojciech Sudol

Employer firm

Price Financial Group Wealth Management, Inc. CRD 323146

$173M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2008 → 11/2020
  Wells Fargo Bank, N.A.
  Aloha, OR
• 03/2011 → 11/2016
  Wells Fargo Advisors Llc
  San Francisco, CA
• 11/2016 → 11/2020
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 11/2020 → Present
  Price Financial Group
  Portland, OR
• 02/2021 → 09/2022
  Cwm, Llc
  Omaha, NE
• 09/2022 → Present
  Price Financial Group Wealth Management, Inc.
  Beaverton, OR

Previous Registrations

• 2021-02-11 → 2022-10-04
  Cwm, Llc
  Clackamas, OR
  Beaverton, OR
  Portland, OR
  Omaha, NE
• 2020-11-17 → 2021-12-01
  Price Financial Group Wealth Management
  Beaverton, OR
• 2011-06-03 → 2020-12-02
  Wells Fargo Clearing Services, Llc
  Aloha, OR
  Beaverton, OR
  Vancouver, WA
  Aloha, OR
  Beaverton, OR

Other Businesses

1. Insurance agent. Various carriers. Investment related. Spends less than 10% of time each month. 2. 11/2020- Price Financial Group. Principal. Entity that owns Price Financial Group Wealth Management, Inc. Approximately 10 hours per week during securities trading hours. 3. 01/2023- Price Financial Group Accounting & Tax, LLC, doing business as, R Hug CPAs & Associates. Managing Member. CPA firm offering tax services. Separate from advisory services. Approximately 20 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-09
• S63 Uniform Securities Agent State Law Examination
  2011-04-25

Other Names

• Matt Sudol
• Mateusz Wojciech Sudol
• Mateusz Sudol