AdvisorCensus / Financial advisors / New York / Buffalo / Ogorek Wealth Management, LLC
Ogorek Wealth Management, LLC is an SEC-registered investment advisory firm in Williamsville, NY, registered since 1983, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 17, 2026.
Quick answers
From the filingHow is Ogorek Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Ogorek Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Ogorek Wealth Management, LLC charge?
Its Form ADV Part 2A brochure dated February 17, 2026 states: Up to $1,000,000: 0.95% a year; $1,000,001 to $4,000,000: 0.8% a year; Above $4,000,001: 0.65% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Ogorek Wealth Management, LLC located?
Ogorek Wealth Management, LLC's principal office is in Williamsville, NY, according to its Form ADV.
Is Ogorek Wealth Management, LLC registered with the SEC or a state?
Ogorek Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105707.
How much does Ogorek Wealth Management, LLC manage?
Ogorek Wealth Management, LLC reports $558,900,541 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).
How have Ogorek Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Ogorek Wealth Management, LLC: Regulatory assets under management: $445,058,704 in the October 2021 data and $558,900,541 in the October 2026 data, up 26%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ogorek Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (115); individuals (other than high net worth individuals) (77).
Which custodians does Ogorek Wealth Management, LLC use?
Ogorek Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Ogorek Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105707
Does Ogorek Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 17, 2026 says: "OWM generally requires a minimum relationship size of $500,000 for AUM based services."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 0.95% |
| $1,000,001 to $4,000,000 | 0.8% |
| Above $4,000,001 | 0.65% |
The brochure's wording
OWM’s management fee schedule is as follows: Market Value of Portfolio % of Assets $0 to $1,000,000 $1,000,001 to $4,000,000 $4,000,001 and over 0.95% 0.80% 0.65%
Account minimum: $500,000
The brochure's wording
OWM generally requires a minimum relationship size of $500,000 for AUM based services.
As stated in the firm's Form ADV Part 2A brochure dated February 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$558,900,541 as of October 2026, filing dated February 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1983 (43 years)
- Employees
- Total: 8. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $558,900,541 | 8 | February 17, 2026 |
| October 2025 | $525,271,810 | 7 | February 13, 2025 |
| October 2024 | $468,783,542 | 8 | February 23, 2024 |
| October 2023 | $411,909,796 | 8 | June 26, 2023 |
| October 2022 | $487,431,467 | 8 | February 22, 2022 |
| October 2021 | $445,058,704 | 8 | August 25, 2021 |
Regulatory assets under management: $445,058,704 in the October 2021 data and $558,900,541 in the October 2026 data, up 26%.
Total employees: 8 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ogorek Wealth Management, LLC (CRD 105707): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ogorek-wealth-management-llc-williamsville-ny-105707