Ogorek Wealth Management Review


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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 $371.1 million and provides investment advisory services for 194 clients (1:49 advisor/client ratio).

Ogorek Wealth Management requires a $500,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $500,000
Average Account AUM $1,912,783
Hybrid Advisor No
Disciplinary History No
Total AUM $371.1 million
Advisor / Client Ratio 1:49
Headquarters Williamsville, NY
SEC Filings Forms and Brochures


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