Mediqus Asset Advisors Inc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 831
- Avg AUM / client
- $1.8M
- Accounts
- 1,596
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 409 | $83.8M | 5.76% |
| High net worth individuals | 302 | $933M | 64.1% |
| Pension and profit sharing plans | 15 | $59.6M | 4.09% |
| Charitable organizations | 67 | $176M | 12.1% |
| Corporations and other businesses | 38 | $203M | 14.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald James Paprocki | President, Chief Executive Officer, Chief Compliance Officer | CFP | Aug 1996 (30y) | 75% or more |
| Matthew Wallace Paprocki | Secretary / Vice President Institutional Services | CFP CFA | Sep 2016 (10y) | Less than 5% |
| Brask, Karen, Kowall | Chief Operations Officer | Jan 2023 (4y) | Less than 5% | |
| Lee Anthony Catalano | Registered representative | CFP | Dec 1997 (29y) | |
| Jeffrey William Witz | Registered representative | CFP | Jun 2016 (10y) | |
| Julia Khazan | Registered representative | CFP | Aug 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗