Ogorek Wealth Management, LLC
● SEC registered since 1983CRD 105707SEC# 801-18446Williamsville, NY
Reg. AUM
$558.9M
Employees
8
Accounts
665
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 $558.9 million in regulatory assets under management and employs 8 people.
Ogorek Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alicia Cheney | Financial Operations Manager | 5-10% | 2020 |
| Anthony Joseph Ogorek Control | Founder & Chief Investment Officer & Chief Compliance Officer | Over 75% | 2002 |
| Jeffrey Harold Viksjo | Investment Analyst | 10-25% | 2020 |
Frequently asked questions
How much does Ogorek Wealth Management, LLC manage?
Ogorek Wealth Management, LLC reports $558.9 million in regulatory assets under management on its Form ADV.
How many employees does Ogorek Wealth Management, LLC have?
Ogorek Wealth Management, LLC reports 8 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
| Address | Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842 |
| Phone | 716-626-5000 |
| Fax | 716-626-5509 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 714364 |
| Discloses disciplinary history | No |
Regulatory AUM
$558.9M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$558.9Mregulatory AUM
Discretionary $558.9M