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OGOREK WEALTH MANAGEMENT, LLC
CRD 105707 · SEC 801-18446
SHERIDAN MEADOWS CORPORATE PARK NORTH, 6400 SHERIDAN DRIVE, SUITE 132, WILLIAMSVILLE, NY, 14221-4842, United States
Phone
716-626-5000
Fax
716-626-5509
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$558.9M
Discretionary AUM
$558.9M
Team
8 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $45.1M |
| High net worth individuals | 115 | $406.2M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD