|
⚲
|
| Keyboard |
| Ogorek Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 105707 |
| SEC # | 801-18446 |
| CIK # | 0000714364 |
| AUM | 558.9 M (2026-02-17) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 716-626-5000 |
| Address | Sheridan Meadows Corporate Park North Williamsville, NY 14221-4842 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Medtronic Holdings Ltd | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 45.1 |
| (b) Individuals (high net worth individuals) | 115 | 406.2 |
| (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 | 107.6 |
| (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 | 665 | 558.9 |
| By Discretionary | ||
| Discretionary | 665 | 558.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 665 | 558.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 556.8 | |
| Total | 665 | 558.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000714364] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Melia Group LLC
✚
|
OK | 560.1 M |
|
A & I Financial Services LLC
✚
|
CO | 560.0 M |
|
QP Consulting LLC
✚
|
MD | 559.6 M |
|
Ocean Path Advisors LLC
✚
|
CA | 559.5 M |
|
Endeavor Advisors LLC
✚
|
TX | 559.5 M |
|
van Leeuwen & Associates Inc
✚
|
KY | 559.4 M |
|
Headland Capital LLC
✚
|
SC | 559.3 M |
|
Paulson Wealth Management Inc
✚
|
FL | 558.9 M |
|
Quantum Financial Advisors Inc
✚
|
MD | 557.5 M |
|
Financial Harvest LLC
✚
|
FL | 557.4 M |