Overview
Assets Under Management: $140 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 37
Average Client Assets: $2.2 million
Frequently Asked Questions
SIKORSKI 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 #312805), SIKORSKI WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SIKORSKI WEALTH MANAGEMENT, LLC is headquartered in SAN DIEGO, CA.
SIKORSKI WEALTH MANAGEMENT, LLC serves 37 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, SIKORSKI WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SIKORSKI WEALTH MANAGEMENT, LLC manages $140 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, SIKORSKI WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.00%
Average Client Assets: $2.2 million
Total Client Accounts: 644
Discretionary Accounts: 644
Regulatory Filings
CRD Number: 312805
Filing ID: 2072748
Last Filing Date: 2026-03-27 15:23:21