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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PeakWave timber +more
- Established Date
- 06-09-2016
- Office Locations
- 1
Office Locations
About OWL AND ORE Wealth Planning
Owl & Ore is a fee-only financial planning and investment advisory firm serving Bay Area families and beyond, specializing in equity compensation planning. The firm guides clients through ISOs, RSUs, ESPPs, and SARs/phantom stock decisions (including AMT, 83(b), and disposition strategy) alongside cash-flow, benefits, insurance, tax, estate, and education planning. Portfolios emphasize tax-efficient design and are primarily implemented with ETFs on Schwab.
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Owner & Executives
GREGORY ALEXANDER GORSKI
Certified Financial Planner, Owner
- CRD
- #5251327
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,315,785 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,315,785 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,315,785
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,762,767,243 | 50.3% |
| Cash | $1,741,740,198 | 49.7% |
| Total | $3,504,507,441 | 100.0% |