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SIKORSKI WEALTH MANAGEMENT, LLC

SAN DIEGO, CA · CRD 312805 · IAPD ↗ · sikorskiwealthmgmt.com · 619-363-6007

$139.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — SIKORSKI WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2026 — SIKORSKI WEALTH MANAGEMENT, LLC reported RAUM up 36% ($102.7M -> $139.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — SIKORSKI WEALTH MANAGEMENT, LLC (SAN DIEGO, CA) is newly SEC-registered with $102.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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