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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ogorek Wealth Management LLC
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| CRD # | 105707 |
| SEC # | 801-18446 |
| CIK # | 0000714364 |
| AUM | $525.3 M (2025-02-13) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 716-626-5000 |
| Address | Sheridan Meadows Corporate Park North Williamsville, NY 14221-4842 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Canadian Pacific Railway Ltd/Cn | 0.0 | ||
| ASML Holding NV | 0.0 | ||
| eBay Inc | 0.0 | ||
| Motorola Inc | 0.0 | ||
| Oneok Inc /New/ | 0.0 | ||
| Hewlett Packard Enterprise Co | 0.0 | ||
| Factset Research Systems Inc | 0.0 | ||
| McGraw-hill Companies Inc | 0.0 | ||
| Astrazeneca PLC | 0.0 | ||
| Waste Management Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 44.5 |
| (b) Individuals (high net worth individuals) | 108 | 383.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 97.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 638 | 525.3 |
| By Discretionary | ||
| Discretionary | 638 | 525.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 638 | 525.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 523.6 | |
| Total | 638 | 525.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000714364] |
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|---|---|---|
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VA | 0.5 |
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West Oak Capital LLC
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ID | 0.5 |
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Cordatus Wealth Management LLC
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PA | 0.5 |
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The LUTS & Greenleigh Group Inc
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MD | 0.5 |
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Alexander Labrunerie & Co Inc
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MO | 0.5 |
|
BBVA Global Wealth Advisors Inc
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FL | 0.5 |
|
Nvest Financial LLC
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|
NH | 0.5 |
|
Harvey Capital Management Inc
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|
FL | 0.5 |
|
Premier Wealth Advisors LLC
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|
NY | 0.5 |
|
BMB Advisers LLC
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|
CA | 0.5 |