Ogorek Wealth Management Review

Trust Score 97%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

Ogorek Wealth Management, federally registered in 1983, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. Ogorek Wealth Management manages $357.8 million and provides investment advisory services for 181 clients (1:46 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,976,613
Hybrid Advisor No
Disciplinary History No
Total AUM $357.8 million
Advisor / Client Ratio 1:46
Headquarters Williamsville, NY
SEC Filings Forms and Brochures    (CRD # 105707)
State(s) Registered FL, NY, PA

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