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Ogorek Wealth Management LLC
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CRD # | 105707 |
SEC # | 801-18446 |
CIK # | 0000714364 |
AUM | $468.8 MM (2024-02-23) |
Employees | 8 (25% Investors, 0% Brokers) |
Phone | 716-626-5000 |
Address | Sheridan Meadows Corporate Park North Williamsville, NY 14221-4842 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0000714364] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Prospera Private Wealth LLC
✚
|
OK | 0.5 |
Hyposwiss Advisors Sa
✚
|
0.5 | |
44 Wealth Management LLC
✚
|
OR | 0.5 |
Cambridge Financial Group LLC
✚
|
AZ | 0.5 |
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
The Marshall Financial Group LLC
✚
|
MD | 0.5 |
Financial Strategies Group Inc
✚
|
MI | 0.5 |
Trinity Capital Investors
✚
|
MS | 0.5 |
US Asset Management LLC
✚
|
PA | 0.5 |
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |