Piotr Wolynski
Investment adviser representative at Calculated Wealth
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$200.8MFirm assets
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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
Experience
14 years in the industry.
- Calculated WealthOct 2024 to now
- BMO Wealth ManagementApr 2018 to Oct 2024
- Matter Family OfficeDec 2012 to Mar 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WI).
Calculated Wealth
Legal name: Calculated Wealth LLC
$200.8MAssets managed
194Clients
4Advisers
1 yearIn 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
- 6141533
- Firm CRD
- 318985