Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

OGOREK WEALTH MANAGEMENT, LLC

dba OGOREK WEALTH MANAGEMENT, LLC · CRD 105707 · Registered Investment Adviser

OGOREK WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in WILLIAMSVILLE, NY. The firm reports $558,900,541 in regulatory assets under management across 665 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$558,900,541
Non-discretionary$0
Total RAUM$558,900,541
Accounts665

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 105707. adviserinfo.sec.gov/firm/summary/105707.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.