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Sikorski Wealth Management, LLC

● SEC registered since 2025CRD 312805SEC# 801-134640San Diego, CA
Export (members)
Reg. AUM
$102.7M
Employees
2
Accounts
544
Location
San Diego, CA

Sikorski Wealth Management, LLC assets under management

Sikorski Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2025. It reports $102.7 million in regulatory assets under management and employs 2 people.

Sikorski Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jesse Drew Sikorski ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Sikorski Wealth Management, LLC manage?

Sikorski Wealth Management, LLC reports $102.7 million in regulatory assets under management on its Form ADV.

How many employees does Sikorski Wealth Management, LLC have?

Sikorski Wealth Management, LLC reports 2 employees.

Where is Sikorski Wealth Management, LLC located?

Sikorski Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2025.

Does Sikorski Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address110 W a St., Suite 960, San Diego, CA 92101
Phone619-363-6007
Office hours8 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.7M
Non-discretionary$0
Total (RAUM)$102.7M