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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 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 |
|---|---|---|---|---|
| Sikorski, Jesse, Drew | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Sikorski, Jesse, Drew | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Sikorski, Jesse, Drew | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Sikorski, Jesse, Drew | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Sikorski, Jesse, Drew | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Sikorski, Jesse, Drew | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Sikorski, Jesse, Drew | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (6)
AZ CA IL LA NY TX
Address
110 W A ST.SUITE 960
SAN DIEGO, CA 92101
United States
Phone: 619-363-6007