CRD: 312805
Sikorski Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-18-2021
- Office Locations
- 3
Office Locations
About Sikorski Wealth Management, LLC
Sikorski Wealth Management, LLC is a San Diego-based RIA providing comprehensive wealth management with a focus on retirement planning, estate planning, and broader financial planning. The firm builds diversified portfolios using ETFs and mutual funds, emphasizing asset allocation, index-oriented building blocks, and risk management. Custody is through Charles Schwab and the team uses the Black Diamond platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jesse Drew Sikorski
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6435365
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kyle Maurice Kiser
--
- CRD
- #6501148
Alex Matthew Zubak
Wealth Advisor
- CRD
- #5993710
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,584,563 | $216,746 |
| Non-Discretionary | $0 | -- |
| Total | $139,584,563 | $216,746 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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