OGOREK WEALTH MANAGEMENT, LLC

Sheridan Meadows Corporate Park North
6400 Sheridan Drive, Suite 132
Williamsville, New York 14221-4842
Tel: 716-626-5000

About OGOREK WEALTH MANAGEMENT, LLC

OGOREK WEALTH MANAGEMENT, LLC, formally registered with the SEC as OGOREK WEALTH MANAGEMENT, LLC. The firm was established in 03/11/1983. They have over 1 offices throughout the country.

OGOREK WEALTH MANAGEMENT, LLC is a Williamsville, New York based Financial Planning firm with nearly $525,271,810 assets under management, offering retirement planning & investment advisory services to 638 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105707
SEC#	801-18446
Assets Managed by Firm	$525,271,810
No. of Clients	638
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	638	$525,271,810
Individuals (other than high net worth individuals)	82	$44,500,790
High net worth individuals	108	$383,122,330
Charitable organizations	Fewer than 5 clients	$97,648,690

More Retirement Planning firms in Williamsville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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