Ogorek Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Ogorek Wealth Management reports 192 clients. They include 115 high-net-worth individuals and 77 individual clients. Of its assets, 100.0% ($559M across 665 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 8% |
| High-net-worth individuals | 60% | 73% |
| Charitable organizations | Fewer than 5 | 19% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 77 | $45.1M | 8.1% | $586K |
| High-net-worth individuals | 115 | $406M | 72.7% | $3.53M |
| Charitable organizations | Fewer than 5 | $108M | 19.3% | — |
| Total | 192 | $559M | 100% | — |
- Clients
- 77
- Regulatory AUM
- $45.1M
- AUM share
- 8.1%
- Avg. per client
- $586K
- Clients
- 115
- Regulatory AUM
- $406M
- AUM share
- 72.7%
- Avg. per client
- $3.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $108M
- AUM share
- 19.3%
- Avg. per client
- —
Total
- Clients
- 192
- Regulatory AUM
- $559M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Ogorek Wealth Management charges 0.65%–0.95% a year for its Investment advisory services. The fee is billed in arrears and is negotiable.
Anthony Ogorek owns 75% or more of Ogorek Wealth Management. The leadership team of Ogorek Wealth Management includes Chief Investment Officer Anthony Ogorek. It has 8 employees, 2 of them in advisory roles.
Staff
- 8 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Ogorek Wealth Management, LLC
Anthony Ogorek
Control person · since March 2002
- Owns 10% to 25% of Ogorek Wealth Management, LLC
Jeffrey Viksjo
since September 2020
- Owns 5% to 10% of Ogorek Wealth Management, LLC
Alicia Cheney
since September 2020
Ogorek Wealth Management’s regulatory assets grew from $445M (March 2021) to $559M (February 2026); clients were 192 in both filings and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $559M | 192 | 8 | 1 |
| Feb 2025February 2025 | $525M | 190 | 7 | 1 |
| Feb 2024February 2024 | $469M | 190 | 8 | 1 |
| Jun 2023June 2023 | $412M | 296 | 8 | 1 |
| Feb 2022February 2022 | $487M | 187 | 8 | 1 |
| Mar 2021March 2021 | $445M | 189 | 8 | 1 |
Besides its headquarters, Ogorek Wealth Management has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132, WilliamsvilleHQ
Contact and registration details
- Legal name
- Ogorek Wealth Management, LLC
- Headquarters
- Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842
- Website
- ogorek.com
- Phone
- 716-626-5000
- @ogorek-wealth-management-llc
- SEC file
- 801-18446
- Founded
- 2001
- Structure
- New York LLC
- Fiscal year end
- December
Ogorek Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($559M). Ogorek Wealth Management has custody of $569M for 204 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $559M100%
At year end, Ogorek Wealth Management’s separately managed accounts were mostly in funds (64%) and bonds (19%).
What the accounts hold
- Stocks15%
- Funds64%
- Bonds19%
- U.S. government and agency bonds14%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Ogorek Wealth Management have?
Ogorek Wealth Management has 192 clients and manages $559 million for them, as of February 2026. They include 115 high-net-worth individuals and 77 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Ogorek Wealth Management offer?
Ogorek Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Ogorek Wealth Management charge?
Ogorek Wealth Management charges 0.65%–0.95% a year for its Investment advisory services. The fee is billed in arrears and is negotiable.
Which custodians does Ogorek Wealth Management use?
Ogorek Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $559M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Ogorek Wealth Management have?
Ogorek Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 8 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ogorek Wealth Management invest in?
At the end of its last fiscal year, Ogorek Wealth Management’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 14% U.S. government and agency bonds, 4% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ogorek Wealth Management?
Ogorek Wealth Management’s direct owners are Anthony Ogorek (75% or more), Alicia Cheney (5% to 10%) and Jeffrey Viksjo (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does Ogorek Wealth Management get paid?
Ogorek Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ogorek Wealth Management?
Ogorek Wealth Management’s main office is at Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221-4842. Its phone number is 716-626-5000. Its website is ogorek.com.