SEC Form ADV · CIK 714364

OGOREK WEALTH MANAGEMENT, LLC

Registered Investment AdviserNY
$558.9M
Assets Under Management
665
Total Clients
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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
Amendment
No

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.