Sikorski Wealth Management, LLC
SEC RegisteredDream. Plan. Succeed.
About the firm
Sikorski Wealth Management manages assets for individuals and families, providing investment management and financial planning services. They are dedicated to providing investment management and strategic wealth planning, striving to be their clients' trusted advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, retirement planning, and estate planning.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 190 | $59M |
| High Net Worth Individuals | 37 | $80M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sikorski Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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