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Anthony Joseph Ogorek

OGOREK WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York
Clean record5 years registeredOGOREK WEALTH MANAGEMENT, LLC
SHERIDAN MEADOWS CORPORATE PARK NORTH, WILLIAMSVILLE, NY 14221-4842CRD# 1037206Firm CRD# 105707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Joseph Ogorek · WILLIAMSVILLE, NY
Registration
CRD #1037206 · OGOREK WEALTH MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

OGOREK WEALTH MANAGEMENT, LLC
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 4, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OGOREK WEALTH MANAGEMENT, LLC
CRD 105707 · SEC 801-18446
AUM
$469M
Regulatory assets under management
Employees
8
638 client accounts
Services offered by OGOREK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OGOREK WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Anthony Joseph Ogorek offer?
Anthony Joseph Ogorek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Anthony Joseph Ogorek's credentials?
Anthony Joseph Ogorek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Joseph Ogorek located?
Anthony Joseph Ogorek is based in WILLIAMSVILLE, New York, working with OGOREK WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Anthony Joseph Ogorek charge for services?
Anthony Joseph Ogorek's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OGOREK WEALTH MANAGEMENT, LLC?
OGOREK WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WILLIAMSVILLE, NY

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