OGOREK WEALTH MANAGEMENT, LLC

OGOREK WEALTH MANAGEMENT, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 105707). Regulatory assets under management: $558.9M.

Registration

• CRD: 105707
• SEC file number: 801-18446
• Type: Registered investment adviser
• Location: SHERIDAN MEADOWS CORPORATE PARK NORTH, 6400 SHERIDAN DRIVE, SUITE 132, WILLIAMSVILLE, NY, 14221-4842
• Phone: 716-626-5000
• Latest filing: 2026-02-17
• Regulatory AUM: $558.9M
• Discretionary AUM: $558.9M
• Clients: 8
• Accounts: 665

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 105707 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search