Mateusz Wojciech Sudol
Investment adviser representative at Price Financial Group Wealth Management, Inc.
18 yearsExperience
2 statesRegistered in
$173.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Price Financial Group Wealth Management, Inc.Sep 2022 to now
- Price Financial GroupNov 2020 to now
- Cwm, LLCFeb 2021 to Sep 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2020
- Wells Fargo Advisors LLCMar 2011 to Nov 2016
- Wells Fargo Bank, N.A.Mar 2008 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Price Financial Group Wealth Management, Inc.
$173.5MAssets managed
549Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5899226
- Firm CRD
- 323146