OGOREK WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, New York·2 registered advisors·CRD# 105707
SEC# 801-184460716-626-5000
01

Firm Overview

AUM
$469M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OGOREK WEALTH MANAGEMENT, LLC

2 registered advisors
Anthony Joseph Ogorek
WILLIAMSVILLE, New York
Jeffrey Harold Viksjo
WILLIAMSVILLE, New York
05

Office Locations

WILLIAMSVILLE, New York
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. OGOREK WEALTH MANAGEMENT, LLC (CRD# 105707) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.