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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 03-11-1983
- Office Locations
- 1
Office Locations
About Ogorek Wealth Management, LLC
Ogorek Wealth Management is a Williamsville, NY RIA providing coordinated wealth management and planning support for clients, including tax, estate, insurance, and business-succession needs. The team includes a partner portfolio manager (CFA/CFP) and builds portfolios with a strong ETF and public-fund tilt alongside fixed income. Custody is primarily with Charles Schwab.
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Owner & Executives
ANTHONY JOSEPH OGOREK
Chief Compliance Officer, Chief Investment Officer, FOUNDER, Investment Advisor
- CRD
- #1037206
- Ownership
- 75% or more
JEFFREY HAROLD VIKSJO
Advisor, INVESTMENT ANALYST
- CRD
- #4983644
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $558,900,541 | $840,452 |
| Non-Discretionary | $0 | -- |
| Total | $558,900,541 | $840,452 |
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Separately Managed Accounts
Total SMA Asset: $558,900,541
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $946,930,532 | 18.5% |
| Equity - Exchange | $603,988,123 | 11.8% |
| U.S. Government/Agency | $481,143,081 | 9.4% |
| Municipal Bonds | $1,182,383,529 | 23.1% |
| Cash | $1,310,347,115 | 25.6% |
| Corporate - Investment Grade | $593,751,037 | 11.6% |
| Total | $5,118,543,417 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR INSIGHT | PRIME FUSION | V6GJFTUCC | UGPKZ | 1.81% | $31,535,396 |
| UNISON EAGLE | MERIDIAN PIONEER | X2PJ570MC | SRR | 2.48% | $27,627,780 |
| PEAK UNISON | NORTH BEACON | 8WD8SL6CH | AHHM | 8.88% | $87,688,347 |
| SUMMIT OPTIMA | PRIME TIMBER | L4S7BWHV1 | BRGHC | 6.08% | $90,014,659 |
| PATHWAY GLACIER | TIMBER RIDGE | KX80FSVMA | HNQR | 5.91% | $21,063,230 |
| EMBER OPTIMA | LEGACY GLACIER | ML1PMS3NH | FEA | 10.20% | $3,427,162 |
| RIDGE ELEMENT | PATHWAY RADIAL | W32M3EHEV | YTKVV | 9.30% | $14,365,083 |
| BEACON ZENITH | HARBOR CREST | ZRRAQG66V | PNJ | 8.88% | $34,133,827 |