OGOREK WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 1983
Total AUM
$559M
Discretionary
$559M
100% of AUM
Avg account
$840K
Accounts
665
Employees
8
Advisory reps
2

Firm details

Headquarters
WILLIAMSVILLE, New York
CRD number
105707
Registered since
March 11, 1983
Website
ogorek.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI72.67%
  • Charitable Organizations19.26%
  • Individuals8.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ogorek Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and SEC-registered since 1983. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include a percentage of assets under management as well as fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 15%, US Government Bonds 14%, State & Local Bonds 4%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities15%
  • US Government Bonds14%
  • State & Local Bonds4%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • ANTHONY OGOREK

    ​President and FounderCRD 1037206

  • JEFFREY VIKSJO

    Portfolio ManagerCRD 4983644

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 157

Active vs passive

$338M in ETFs

Passive

43%

$146M

Active

53%

$191M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC)BlackRockActiveMultisector Bond$38.8M746,72911.48%

Location

Primary office

WILLIAMSVILLE, NY

ERIE

Location

WILLIAMSVILLE, NY

Headquartered in WILLIAMSVILLE, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
N Sheridan Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth