RIA Intel›Advisers›Minnesota›WOJICK, MATTHEW PAUL

WOJICK, MATTHEW PAUL

Advisory

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account

$223K

across 22 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

SECOND AVENUE CAPITAL LLC

MINNEAPOLIS, MN

$5M

WAYZATA CAPITAL MANAGEMENT, INC.

ST. LOUIS PARK, MN

$5M

0.0% 1Y

RIGHT PATH FINANCIAL LLC

$5M

COULOIR WEALTH ADVISORS, INC.

$5M

KMB WEALTH MANAGEMENT, LLC

$5M

WEALTH DEN FINANCIAL LLC

$5M

Get the full picture on WOJICK, MATTHEW PAUL

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WOJICK, MATTHEW PAUL and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans