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OGOREK WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, NY · CRD 105707 · IAPD ↗ · 716-626-5000

$558.9MRegulatory AUM
2Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — OGOREK WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($468.8M -> $525.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
March 2024 — OGOREK WEALTH MANAGEMENT, LLC shrank from 8 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.