Ogorek Wealth Management, LLC
Ogorek Wealth Management, LLC is an SEC-registered wealth manager in Williamsville, NY with $558.9M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Ogorek Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105707, SEC 801-18446, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $558.9M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Williamsville, NY
- Employees
- 8
- Clients
- 192
- CRD
- 105707
- Ownership
- OGOREK, ANTHONY, JOSEPH; OGOREK ANTHONY JOSEPH; OGOREK WEALTH MANAGEMENT, LLC; CHENEY, ALICIA; VIKSJO, JEFFREY, HAROLD
How much AUM does Ogorek Wealth Management, LLC have?
Ogorek Wealth Management, LLC reported $558.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Ogorek Wealth Management, LLC?
Disclosed owners and executives of Ogorek Wealth Management, LLC include OGOREK, ANTHONY, JOSEPH, OGOREK ANTHONY JOSEPH, OGOREK WEALTH MANAGEMENT, LLC, CHENEY, ALICIA, VIKSJO, JEFFREY, HAROLD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.