# 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.

- CRD: 105707
- Filed as: OGOREK WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Williamsville, NY
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105707
- AdvisorCensus page: https://advisorcensus.com/firm/ogorek-wealth-management-llc-williamsville-ny-105707

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- 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

> 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

> OWM generally requires a minimum relationship size of $500,000 for AUM based services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $558,900,541
- Discretionary: $558,900,541
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $45,087,844 |
| High net worth individuals | 115 | $406,168,159 |
| Charitable organizations | Fewer than 5 | $107,644,538 |

### 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

### Firm details
- Registered since: 1983 (43 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ogorek.com
- Facebook @OGOREK-WEALTH-MANAGEMENT-LLC-482535365120560
- LinkedIn @OGOREK-WEALTH-MANAGEMENT-LLC
- X @OGOREKWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $445,058,704 | 8 | August 25, 2021 |
| October 2022 | $487,431,467 | 8 | February 22, 2022 |
| October 2023 | $411,909,796 | 8 | June 26, 2023 |
| October 2024 | $468,783,542 | 8 | February 23, 2024 |
| October 2025 | $525,271,810 | 7 | February 13, 2025 |
| October 2026 | $558,900,541 | 8 | February 17, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ogorek Wealth Management, LLC (CRD 105707): Form ADV filing data as of October 2026.