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, privately owned registered investment adviser formed as an LLC and operating since the early 1980s. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its fee arrangements combine asset-based billing and fixed fees. Ogorek does not present itself as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Anthony 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 144Active vs passive
$368M in ETFs
43%
$160M
50%
$208M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) | BlackRock | Active | Multisector Bond | $39.5M | 754,941 | 10.74% |
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
Similar firms
Members Advisory Group, LLC
RIAWilliamsville, NY
Northcape Wealth Management
RIAWilliamsville, NY
Dopkins Wealth Management, LLC
RIAWilliamsville, NY
Emergent Wealth Advisors, LLC
RIAWilliamsville, NY
Florian Financial Group LLC
RIAWilliamsville, NY
Independent Solutions Wealth Management, LLC
RIAWilliamsville, NY