This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-28-1995
- Office Locations
- 2
Office Locations
About Mediqus Asset Advisors, Inc.
MEDIQUS Asset Advisors is an RIA focused on physicians, medical practices, and medical societies. The firm provides personal wealth management and financial planning for doctors, advises medical society boards and treasurers on reserve-fund management, and designs/oversees retirement plans for medical practices. Founded in the mid-1990s and serving clients in 40+ states, it typically builds portfolios using diversified public funds, including mutual funds and ETFs.
Reported data analysis
What the numbers show
Between December 5, 2025 and March 24, 2026, reported AUM increased 11.9%, from $1.3B to $1.5B.
Across 5 reported observations, AUM increased 10.9% between March 21, 2022 and March 24, 2026, from $1.3B to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 831 clients, or 138.5 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 2 reported office locations and 31 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Mediqus Asset Advisors, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Mediqus Asset Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RONALD JAMES PAPROCKI
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #1055714
- Ownership
- 75% or more
KAREN KOWALL BRASK
Chief Operations Officer, Investment Advisor
- CRD
- #2283345
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
LEE ANTHONY CATALANO
Advisor
- CRD
- #1103023
Julia Khazan
Advisor
- CRD
- #7619917
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,456,099,307 | $912,343 |
| Non-Discretionary | $0 | -- |
| Total | $1,456,099,307 | $912,343 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Mediqus Asset Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.