Sikorski Wealth Management, LLC
Sikorski Wealth Management, LLC (CRD# 312805) is a financial advisory firm headquartered in San Diego, CA. They manage $52,698,511 in 358 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts358ACCOUNTS
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Average Account Value$147,203
Compensation Options
- A percentage of assets under your management
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX
Financial Advisors at Sikorski Wealth Management, LLC
1
Jesse Sikorski (CRD# 6435365) is an Investment Advisor Representative working at Sikorski Wealth Management, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
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