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Ogorek Wealth Management, LLC

● SEC registered since 1983CRD 105707SEC# 801-18446Williamsville, NY
Export (members)
Reg. AUM
$525.3M
Employees
7
Accounts
638
Location
Williamsville, NY

Ogorek Wealth Management, LLC assets under management

Ogorek Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Williamsville, NY. The firm has been registered since 1983. It reports $525.3 million in regulatory assets under management and employs 7 people.
twitter.com/ogorekwealthView on SEC.gov ↗

Ogorek Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Alicia CheneyFinancial Operations Manager5-10%2020
Anthony Joseph Ogorek ControlFounder & Chief Investment Officer & Chief Compliance OfficerOver 75%2002
Jeffrey Harold ViksjoInvestment Analyst10-25%2020

Frequently asked questions

How much does Ogorek Wealth Management, LLC manage?

Ogorek Wealth Management, LLC reports $525.3 million in regulatory assets under management on its Form ADV.

How many employees does Ogorek Wealth Management, LLC have?

Ogorek Wealth Management, LLC reports 7 employees.

Where is Ogorek Wealth Management, LLC located?

Ogorek Wealth Management, LLC is based in Williamsville, NY and has been SEC-registered since 1983.

Does Ogorek Wealth Management, LLC disclose fund performance?

Ogorek Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressSheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842
Phone716-626-5000
Fax716-626-5509
Office hours8:00 a.m. To 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
CIK714364
Discloses disciplinary historyNo

Assets under management

Discretionary$525.3M
Non-discretionary$0
Total (RAUM)$525.3M