Ogorek Wealth Management, LLC

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Client assets under management

$451,256,003

Clients

192

60% high-net worth

Advisors

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$2,350,292

About

Ogorek Wealth Management provides discretionary investment management and coordinated financial planning to individuals, families, business entities, retirement plans, trusts, estates, charitable and non-profit organizations. Services routinely include portfolio construction using mutual funds and ETFs, occasional use of individual stocks and bonds, and reviews of insurance, tax and estate planning as part of an integrated plan.

The firm works with clients to document goals, risk tolerance and cash‑flow projections, producing written investment guidelines and multiple “what‑if’’ scenarios to inform long‑term planning decisions. Investment implementation is discretionary and may employ fundamental and technical analysis across long‑ and short‑term strategies, with ongoing account reviews and quarterly portfolio reports.

Ogorek is notable for managing roughly $559 million in client assets with a small advisory team, producing an unusually high level of assets per advisor compared with peers in its category. The firm combines that compact staffing model with an institutional custodial relationship and staff holding professional credentials (CFP®, CFA®), and generally requires a $500,000 relationship size while accommodating smaller clients via fixed retainer arrangements.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning Retirement withdrawal strategies Life insurance needs analysis

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Clients not meeting $500,000 minimum may engage under a fixed retainer agreement.

Percentage

$0 - $1,000,000: 0.95% $1,000,001 - $4,000,000: 0.80% $4,000,001+: 0.65%

Other

Account minimum: $500,000 Fee-only: Investment advisory fees paid quarterly in arrears based on average daily balance; financial planning and consulting services included with no additional charge.

Main office location

Ogorek Wealth Management, LLC

Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132

Williamsville NY 14221-4842, United States

Number of offices

Most active in

Florida · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 716-626-5000

Advisors at this firm

Jeffrey V

CFP®, CFA®, Series 63

Williamsville, NY

Ogorek Wealth Management, LLC

Jeffrey Viksjo is a CFP® and CFA® charterholder with four years of industry experience. He has been with Ogorek Wealth Management, LLC since 2017 and previously worked at KeyBank and First Niagara Bank. Ogorek Wealth Management is an SEC-registered investment adviser serving individuals, families, trusts, and charitable organizations with discretionary portfolio management and coordinated financial planning. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, combining investment management with written financial plans.

General retirement planning Income planning General tax planning Retirement withdrawal strategies Life insurance needs analysis Executive Founder/Business Owner

Anthony O

CFP®

Williamsville, NY

Ogorek Wealth Management, LLC

Anthony Ogorek is a CFP® professional with 24 years of experience at Ogorek Wealth Management, LLC, a firm he has been with since 2002. Based in Williamsville, NY, he is part of a two-advisor team managing a concentrated portfolio of client assets. Ogorek Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management and coordinated financial planning for individuals, families, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both non‑high-net-worth and high-net-worth clients, focusing on diversified portfolios primarily using mutual funds, ETFs, and selected individual securities, combined with comprehensive written planning covering goals, cash flow, tax, estate, and risk management.

General retirement planning Income planning General tax planning Retirement withdrawal strategies Life insurance needs analysis Executive Founder/Business Owner

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