Ogorek Wealth Management LLC

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Assets, Funds, Holdings

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Ogorek Wealth Management LLC
CRD #105707
SEC #801-18446
CIK #0000714364
AUM $468.8 MM (2024-02-23)
Employees 8 (25% Investors, 0% Brokers)
Phone716-626-5000
AddressSheridan Meadows Corporate Park North
Williamsville, NY 14221-4842
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
50040030020010002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
LLY 301,789.7 0.0
AAPL 2,382,844.0 0.0
CAT 99,975.7 0.0
DELL 36,192.0 0.0
MSFT 1,918,222.4 0.0
AVGO 201,282.9 0.0
AMZN 1,092,997.8 0.0
GOOG 1,482,566.4 0.0
 
 
 
Holdings by Sector ($MM)
2502001501005002014201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 91 46.0
(b) Individuals (high net worth individuals) 99 333.4
(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 89.4
(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 638 468.8
By Discretionary
Discretionary 638 468.8
Non-Discretionary 0 0.0
Total 638 468.8
By Non-United States Persons
Non-United States Persons 2.2
United States Persons 466.6
Total 638 468.8
EDGAR Form CIK 2011 - 2024
13F-HR [0000714364]
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Kennedy Investment Group Inc
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The Marshall Financial Group LLC
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Financial Strategies Group Inc
MI 0.5
Trinity Capital Investors
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US Asset Management LLC
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Bigelow Investment Advisors LLC
ME 0.5
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