Overview
Assets Under Management: $525 million
Headquarters: WILLIAMSVILLE, NY
High-Net-Worth Clients: 108
Average Client Assets: $4 million
Frequently Asked Questions
OGOREK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105707), OGOREK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OGOREK WEALTH MANAGEMENT, LLC is headquartered in WILLIAMSVILLE, NY.
OGOREK WEALTH MANAGEMENT, LLC serves 108 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, OGOREK WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
OGOREK WEALTH MANAGEMENT, LLC manages $525 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, OGOREK WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.94
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 638
Discretionary Accounts: 638
Regulatory Filings
CRD Number: 105707
Last Filing Date: 2025-02-13 00:00:00
Website: https://ogorek.com