# Sikorski Wealth Management, LLC

> Sikorski Wealth Management, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 312805
- Filed as: SIKORSKI WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312805
- AdvisorCensus page: https://advisorcensus.com/firm/sikorski-wealth-management-llc-san-diego-ca-312805

## Quick answers

**How is Sikorski Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sikorski Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sikorski Wealth Management, LLC located?**
Sikorski Wealth Management, LLC's principal office is in San Diego, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sikorski Wealth Management, LLC registered with the SEC or a state?**
Sikorski Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 312805.

**How much does Sikorski Wealth Management, LLC manage?**
Sikorski Wealth Management, LLC reports $139,584,563 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Sikorski Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sikorski Wealth Management, LLC: Regulatory assets under management: $42,100,000 in the October 2021 data and $139,584,563 in the October 2026 data, up 232%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sikorski Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (190); high net worth individuals (37).

**Which custodians does Sikorski Wealth Management, LLC use?**
Sikorski 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 Sikorski 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/312805

**What changed in Sikorski Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $102,700,000 to $139,584,563 (+36%). Added an office in Phoenix, AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### 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: $139,584,563
- Discretionary: $139,584,563
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 190 | $58,654,810 |
| High net worth individuals | 37 | $79,566,620 |
| Charitable organizations | Fewer than 5 | $1,363,133 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, IL, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Phoenix, AZ

### Websites listed on Form ADV (Item 1.I)
- sikorskiwealthmgmt.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $42,100,000 | 1 | September 30, 2021 |
| October 2026 | $139,584,563 | 3 | March 27, 2026 |

Regulatory assets under management: $42,100,000 in the October 2021 data and $139,584,563 in the October 2026 data, up 232%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $102,700,000 to $139,584,563 (+36%).
- Added an office in Phoenix, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sikorski Wealth Management, LLC (CRD 312805): Form ADV filing data as of October 2026.