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SIKORSKI WEALTH MANAGEMENT, LLC
CRD 312805 · SEC 801-134640
110 W A ST., SUITE 960, SAN DIEGO, CA, 92101, United States
Phone
619-363-6007
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.6M
Discretionary AUM
$139.6M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $58.7M |
| High net worth individuals | 37 | $79.6M |
States served
AZ, CA, IL, LA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD