SIKORSKI WEALTH MANAGEMENT, LLC
CRD #312805 SEC #801-134640 SAN DIEGO, CA 619-363-6007
SEC Registered
Total AUM
$102.7M
Discretionary
$102.7M
Employees
2
Clients
0
Accounts
544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $102.7M | $102.7M | $0 | 2 | 0 |
| Sep 2025 | $102.7M | $102.7M | $0 | 2 | 0 |
| Nov 2021 | $42.1M | $40.8M | $1.3M | 1 | 0 |
| Sep 2021 | $42.1M | $40.8M | $1.3M | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| May 2021 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees2
Clients0
DateSep 2025
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$42.1M
Discretionary$40.8M
Non-Disc.$1.3M
Employees1
Clients0
DateSep 2021
Total AUM$42.1M
Discretionary$40.8M
Non-Disc.$1.3M
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0