1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SIKORSKI WEALTH MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone619-363-6007
NotebookSEC #801-134640
Total AUM
$139.6M
Employees
3
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 W A ST.
SUITE 960
SAN DIEGO
CA 92101
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
619-363-6007
Other Offices
1

ReceiptFinancials

Total AUM
$139.6M
Accounts
644
Discretionary
$139.6M
Accounts
644
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
190
AUM
$58.7M
HNW Individual Clients
37
AUM
$79.6M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAILLANYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account