OGOREK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$558,900,541
Discretionary
$558,900,541
Non-discretionary
$0
Firm details
- CRD number
- 105707
- SEC file number
- 801-18446
- Main office
- WILLIAMSVILLE, NY, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/OGOREKWEALTH
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.