OGOREK WEALTH MANAGEMENT, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities15%
- US Government Bonds14%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
Contacts
2 of 2ANTHONY OGOREK
President and FounderCRD 1037206
JEFFREY VIKSJO
Portfolio ManagerCRD 4983644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$338M in ETFs
43%
$146M
53%
$191M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) | BlackRock | Active | Multisector Bond | $38.8M | 746,729 | 11.48% |
Location
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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