RIA · CRD 312805SEC-Registered

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

Private CreditReal EstateInfrastructure

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 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 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.

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