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| Sikorski Wealth Management LLC
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|
|
|---|---|
| CRD # | 312805 |
| SEC # | 801-134640 |
| CIK # | |
| AUM | $139.6 M (2026-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 619-363-6007 |
| Address | 110 W A St San Diego, CA 92101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 58.7 |
| (b) Individuals (high net worth individuals) | 37 | 79.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 644 | 139.6 |
| By Discretionary | ||
| Discretionary | 644 | 139.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 644 | 139.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 139.1 | |
| Total | 644 | 139.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy PCG LLC
✚
|
CA | 0.1 |
|
Imperity Wealth Alliance LLC
✚
|
NY | 0.1 |
|
Ross Wealth Advisors LLC
✚
|
OH | 0.1 |
|
Monetary Solutions Ltd
✚
|
OH | 0.1 |
|
Contrary Legacy LLC
✚
|
0.1 | |
|
Coombs Wealth Advisory LLC
✚
|
PA | 0.1 |
|
Boyd Financial Strategies Inc
✚
|
MA | 0.1 |
|
Clarity Retirement & Wealth LLC
✚
|
MA | 0.1 |
|
Alteris Capital Partners LLC
✚
|
TX | 0.1 |
|
Beyond Wealth Management Group LLC
✚
|
NY | 0.1 |