Updated:
Sikorski Wealth Management
SIKORSKI WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2025. The firm manages approximately $140 million in...
Sikorski Wealth Management
SIKORSKI WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2025. The firm manages approximately $140 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Sikorski Wealth Management?
Sikorski Wealth Management's public filings with the SEC do not name specific principals or investment professionals. The firm is registered as an LLC, but no managing member or CIO is identified in available records.
What investment strategies does Sikorski Wealth Management pursue?
Based on SEC Form ADV filings, the firm's investment strategy includes private credit, real estate, and infrastructure. These are typically structured as direct placements or pooled vehicles for accredited investors.
Does Sikorski Wealth Management manage assets for a single family or multiple clients?
The firm's SEC registration as an RIA allows it to advise multiple clients, but its legal structure as an LLC and lack of public disclosure leave the client base unclear. It may function as a single-family office serving one principal family, per common LLC structures.
How can investors access Sikorski Wealth Management's offerings?
Sikorski Wealth Management does not maintain a public website or published contact information. Access likely occurs through direct referral or existing relationships, consistent with the typical profile of small, non-transparent RIAs.
What is Sikorski Wealth Management's known track record?
No portfolio companies, deal performance data, or AUM figures have been publicly disclosed by the firm. Its regulatory filings provide no investment return or track record information.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: