Data / Investment advisers / New York / Ogorek Wealth Management, LLC
Ogorek Wealth Management, LLC, Williamsville, NY: $559 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ogorek Wealth Management, LLC is an SEC registered investment adviser with its main office in Williamsville, New York and reports $559 million in regulatory assets under management in its Form ADV filed February 17, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 105707
- SEC file number
- 801-18446
- SEC status
- Approved, effective March 11, 1983
- Main office
- Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 132, Williamsville, NY 14221
- Phone
- (716) 626-5000
- Regulatory AUM
- $558,900,541 in the Form ADV filed February 17, 2026
- Discretionary AUM
- $558,900,541
- Accounts
- 665
- Employees
- 8, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 115 | $406.2 million |
| Charitable organizations | Fewer than 5 | $107.6 million |
| Individuals (other than high net worth individuals) | 77 | $45.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $558.9 million | February 17, 2026 |
| December 1, 2025 | $525.3 million | February 13, 2025 |
Other advisers in Williamsville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wny Asset Management, LLC | Williamsville | $1.73 billion | Not listed | adviserinfo.sec.gov |
| Independent Solutions Wealth Management, LLC | Williamsville | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Dopkins Wealth Management, LLC | Williamsville | $717 million | Not listed | adviserinfo.sec.gov |
| Northcape Wealth Management | Williamsville | $706.1 million | Not listed | adviserinfo.sec.gov |
| Members Advisory Group, LLC | Williamsville | $443.2 million | Not listed | adviserinfo.sec.gov |
| Emergent Wealth Advisors, LLC | Williamsville | $249.1 million | Not listed | adviserinfo.sec.gov |
| Florian Financial Group LLC | Williamsville | $215 million | Not listed | adviserinfo.sec.gov |
| Bentham Wealth Advisors | Williamsville | $110.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Williamsville, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Ogorek Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.