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Ogorek Wealth Management LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Ogorek Wealth Management LLC operates in the financial services sector, coordinating comprehensive financial life management for clients who have accumulated wealth and seek to improve their lives and leave a legacy. Its services aim to safeguard investments, minimize taxes, and present financial information in an accessible, understandable format for easier decision making. Based in Williamsville, New York, the firm positions itself as a boutique adviser that supports a small number of clients with tailored guidance across their financial affairs. Founded and described through its local office presence, the company serves individuals seeking a holistic approach to wealth management and legacy planning. A recent development noted in local and financial news references the firm’s activity in expanding its research capabilities and asset participation, reflecting ongoing practice development in its advisory work.

Find Ogorek Wealth Management LLC employees' phone numbers or email addresses

Ogorek Wealth Management LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Ogorek Wealth Management LLC's Leadership

  • President And Founder at Ogorek Wealth Management LLC
    T. O. E.
    President And Founder
    Mobile Phone
  • Partner, Portfolio Manager at Ogorek Wealth Management LLC
    J. V.
    Partner, Portfolio Manager
    Mobile Phone
  • Partner, Director Of Operations at Ogorek Wealth Management LLC
    A. C.
    Partner, Director Of Operations
    Mobile Phone
  • Managing Director at Ogorek Wealth Management LLC
    K. B.
    Managing Director
    Mobile Phone
  • Wealth Management Associate at Ogorek Wealth Management LLC
    A. M.
    Wealth Management Associate
    Mobile Phone
  • Client Services Associate at Ogorek Wealth Management LLC
    D. L.
    Client Services Associate
    Mobile Phone
  • Investment Analyst at Ogorek Wealth Management LLC
    J. F.
    Investment Analyst
    Mobile Phone
  • Marketing Coordinator at Ogorek Wealth Management LLC
    S. G.
    Marketing Coordinator
    Mobile Phone

Ogorek Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Other

Contact profiles from Ogorek Wealth Management LLC

Name
Title
Contact
Location
Last Update
  • Partner, Portfolio Manager at Ogorek Wealth Management LLC
    J. V.
    Partner, Portfolio Manager
    Mobile Phone
    United States, New York
    Jun 30, 2026
  • Partner, Director Of Operations at Ogorek Wealth Management LLC
    A. C.
    Partner, Director Of Operations
    Mobile Phone
    United States, Iowa
    Apr 14, 2026
  • President And Founder at Ogorek Wealth Management LLC
    T. O. E.
    President And Founder
    Mobile Phone
    United States, Iowa
    Apr 14, 2026
  • Managing Director at Ogorek Wealth Management LLC
    K. B.
    Managing Director
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Wealth Management Associate at Ogorek Wealth Management LLC
    A. M.
    Wealth Management Associate
    Mobile Phone
    United States, New York
    Jun 30, 2026
  • Client Services Associate at Ogorek Wealth Management LLC
    D. L.
    Client Services Associate
    Mobile Phone
    United States, New York
    May 29, 2026
  • Investment Analyst at Ogorek Wealth Management LLC
    J. F.
    Investment Analyst
    Mobile Phone
    United States, New York
    Jun 25, 2026
  • Marketing Coordinator at Ogorek Wealth Management LLC
    S. G.
    Marketing Coordinator
    Mobile Phone
    United States, New York
    May 01, 2024
  • Wealth Management Associate at Ogorek Wealth Management LLC
    Z. B.
    Wealth Management Associate
    Mobile Phone
    United States, Iowa
    Apr 15, 2026
  • Investment Analyst at Ogorek Wealth Management LLC
    B. S.
    Investment Analyst
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Ogorek Wealth Management LLC known for?

Minus sign iconPlus sign iconOgorek Wealth Management LLC was founded in 1987 and operates in the Financial Services industry. Explore Ogorek Wealth Management LLC's company overview page for more information.

What is Ogorek Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconOgorek Wealth Management LLC employees' email format typically follows the pattern of First.Last@ogorek.com. Trying to find reliable and up-to-date employee contact data? Find more Ogorek Wealth Management LLC email formats with LeadIQ.

How many employees does Ogorek Wealth Management LLC have currently?

Minus sign iconPlus sign iconOgorek Wealth Management LLC has approximately 9 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Ogorek Wealth Management LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Ogorek Wealth Management LLC's key employees include:

  • President And Founder: T. O. E.
  • Partner, Portfolio Manager: J. V.
  • Partner, Director Of Operations: A. C.
  • Managing Director: K. B.
  • Wealth Management Associate: A. M.

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