Ogorek Wealth Management, LLC

Ogorek Wealth Management, LLC (CRD# 105707) is a financial advisory firm headquartered in Williamsville, NY. They manage $468,783,542 in 638 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    638
    ACCOUNTS
  • Average Account Value
    $734,770
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Ogorek Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony J. Ogorek
CRD#: 1037206
Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221

Anthony Ogorek (CRD# 1037206) is an Investment Advisor Representative working at Ogorek Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.

2
Jeffrey H. Viksjo
CRD#: 4983644
Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221

Jeffrey Viksjo (CRD# 4983644) is an Investment Advisor Representative working at Ogorek Wealth Management, LLC in Williamsville, NY and has over 14 years of experience in the finance industry.

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