OGOREK WEALTH MANAGEMENT, LLC
CRD #105707 SEC #801-18446 WILLIAMSVILLE, NY 716-626-5000
SEC Registered
Total AUM
$525.3M
Discretionary
$525.3M
Employees
7
Clients
101
Accounts
638
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $525.3M | $525.3M | $0 | 7 | 0 |
| Feb 2024 | $468.8M | $468.8M | $0 | 8 | 0 |
| Jun 2023 | $411.9M | $411.9M | $0 | 8 | 0 |
| Mar 2023 | $411.9M | $411.9M | $0 | 8 | 0 |
| Feb 2022 | $487.4M | $487.4M | $0 | 8 | 0 |
| Dec 2021 | $445.1M | $445.1M | $0 | 8 | 0 |
| Aug 2021 | $445.1M | $445.1M | $0 | 8 | 0 |
| Mar 2021 | $445.1M | $445.1M | $0 | 8 | 0 |
| Oct 2020 | $402.7M | $402.7M | $0 | 7 | 0 |
| Sep 2020 | $402.7M | $402.7M | $0 | 7 | 0 |
| Jun 2020 | $402.7M | $402.7M | $0 | 7 | 0 |
| Mar 2020 | $402.7M | $402.7M | $0 | 7 | 0 |
| Nov 2019 | $357.8M | $357.8M | $0 | 7 | 0 |
| May 2019 | $357.8M | $357.8M | $0 | 7 | 0 |
| Mar 2019 | $357.8M | $357.8M | $0 | 7 | 0 |
| Mar 2018 | $371.1M | $371.1M | $0 | 8 | 0 |
| Dec 2017 | $321.2M | $321.2M | $0 | 8 | 0 |
| Nov 2017 | $321.2M | $321.2M | $0 | 8 | 0 |
| Sep 2017 | $321.2M | $321.2M | $0 | 8 | 200 |
| Jul 2017 | $321.2M | $321.2M | $0 | 8 | 200 |
| Jun 2017 | $321.2M | $321.2M | $0 | 8 | 200 |
| Mar 2017 | $321.2M | $321.2M | $0 | 8 | 200 |
| Sep 2016 | $318.4M | $318.4M | $0 | 5 | 200 |
| Mar 2016 | $318.4M | $318.4M | $0 | 5 | 200 |
| Dec 2015 | $315.1M | $315.1M | $0 | 8 | 200 |
| Nov 2015 | $315.1M | $315.1M | $0 | 8 | 200 |
| Aug 2015 | $315.1M | $315.1M | $0 | 8 | 200 |
| Mar 2015 | $315.1M | $315.1M | $0 | 5 | 200 |
| Jul 2014 | $304.5M | $304.5M | $0 | 6 | 200 |
| Apr 2014 | $304.5M | $304.5M | $0 | 6 | 200 |
| Mar 2014 | $304.5M | $304.5M | $0 | 6 | 200 |
| Jul 2013 | $273.2M | $273.2M | $0 | 6 | 200 |
| Mar 2013 | $273.2M | $273.2M | $0 | 6 | 200 |
| Jul 2012 | $230.5M | $230.5M | $0 | 6 | 200 |
| Apr 2012 | $230.5M | $230.5M | $0 | 6 | 200 |
| Mar 2012 | $216M | $216M | $0 | 6 | 200 |
| Aug 2011 | $219.3M | $219.3M | $0 | 10 | -- |
| Mar 2011 | $219.3M | $219.3M | $0 | 10 | -- |
| Mar 2008 | $313.6M | $313.6M | $0 | 10 | -- |
| Mar 2007 | $292.5M | $292.5M | $0 | 10 | -- |
| Mar 2007 | $292M | $292M | $0 | 10 | -- |
| Oct 2005 | $205.2M | $205.2M | $0 | 5 | -- |
| Jun 2004 | $174.7M | $174.7M | $0 | 5 | -- |
| Mar 2002 | $147.1M | $147.1M | $0 | 5 | -- |
DateFeb 2025
Total AUM$525.3M
Discretionary$525.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$468.8M
Discretionary$468.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$411.9M
Discretionary$411.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$411.9M
Discretionary$411.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$487.4M
Discretionary$487.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2020
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$371.1M
Discretionary$371.1M
Non-Disc.$0
Employees8
Clients0
DateDec 2017
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees8
Clients0
DateNov 2017
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees8
Clients200
DateJul 2017
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees8
Clients200
DateJun 2017
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees8
Clients200
DateMar 2017
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees8
Clients200
DateSep 2016
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees5
Clients200
DateDec 2015
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees8
Clients200
DateNov 2015
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees8
Clients200
DateAug 2015
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees8
Clients200
DateMar 2015
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees5
Clients200
DateJul 2014
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees6
Clients200
DateApr 2014
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees6
Clients200
DateJul 2013
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees6
Clients200
DateJul 2012
Total AUM$230.5M
Discretionary$230.5M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$230.5M
Discretionary$230.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees6
Clients200
DateAug 2011
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$313.6M
Discretionary$313.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$174.7M
Discretionary$174.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees5
Clients--