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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH | DE | OPERATING MANAGER | E | Control |
| OGOREK ANTHONY JOSEPH | DE | OPERATING MANAGER | E | Control |
| OGOREK WEALTH MANAGEMENT, LLC | DE | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | OPERATING MANAGER & CCO | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| OGOREK, ANTHONY, JOSEPH | I | FOUNDER & CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| VIKSJO, JEFFREY, HAROLD | I | INVESTMENT ANALYST | B | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A | |
| CHENEY, ALICIA | I | FINANCIAL OPERATIONS MANAGER | A |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (4)
FL NY PA TX
Address
SHERIDAN MEADOWS CORPORATE PARK NORTH6400 SHERIDAN DRIVE, SUITE 132
WILLIAMSVILLE, NY 14221-4842
United States
Phone: 716-626-5000