SIKORSKI WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2025

Total AUM

$140M

Discretionary

$140M

100% of AUM

Avg account

$217K

Accounts

644

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 312805
Registered since: November 13, 2025
Website: www.sikorskiwealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI57%
Individuals42.02%
Charitable Organizations0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Sikorski Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm is SEC-registered (registration year listed as 2025) and serves individual and family clients on a fee basis calculated as a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser in the provided snapshot.