Sikorski Wealth Management, LLC
● SEC registered since 2025CRD 312805SEC# 801-134640San Diego, CA
Reg. AUM
$139.6M
Employees
3
Accounts
644
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 $139.6 million in regulatory assets under management and employs 3 people.
Sikorski Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jesse Drew Sikorski Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Sikorski Wealth Management, LLC manage?
Sikorski Wealth Management, LLC reports $139.6 million in regulatory assets under management on its Form ADV.
How many employees does Sikorski Wealth Management, LLC have?
Sikorski Wealth Management, LLC reports 3 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
| Address | 110 W a St., Suite 960, San Diego, CA 92101 |
| Phone | 619-363-6007 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.6M▲ 36%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$139.6Mregulatory AUM
Discretionary $139.6M