Adam Richard Wojtkowski
CFP®, CPWA®Professional Summary
Adam Richard Wojtkowski, CFP®, CPWA® is a registered financial advisor currently at COPPER BEECH WEALTH MANAGEMENT located in Mansfield, Massachusetts. Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Adam has worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
COPPER BEECH WEALTH MANAGEMENT | COPPER BEECH WEALTH MANAGEMENT, LLC
Contact Information
Main Address
20 Cabot Blvd. Suite 300, Mansfield, MA 02048Phone Number
(508) 290-0550# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
211AUM (Assets Under Management)
$78,205,921Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/23/2022)
(9/15/2025)
(3/10/2026)
(1/5/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2004About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2008About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2007About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Adam Richard Wojtkowski's CRS (Customer Relationship Summary).
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