SEC Form ADV · CIK 714364

OGOREK WEALTH MANAGEMENT, LLC

Firm profile: Ogorek Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$558.9M

Assets Under Management

665

Total Clients

Employees

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Registration Details

CIK: 714364
Accession: CRD-105707
Location: WILLIAMSVILLE, NY
Filing Date: February 17, 2026
AUM: $558.9M
Total Clients: 665
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

OGOREK WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in WILLIAMSVILLE, NY, managing approximately $558.9M in assets across 665 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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