Sikorski Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sikorski Wealth Management provides investment advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans and business entities. The firm offers comprehensive portfolio management and retirement plan consulting with ongoing monitoring and participant education, operating on an asset‑based fee model.
The firm applies a mix of fundamental, technical, cyclical and macroeconomic analysis to construct diversified portfolios across equities, fixed income, ETFs, mutual funds, interval funds and company warrants. Uncommonly for supported firms of its size, Sikorski may utilize margin borrowing and options/derivatives within separately managed accounts as part of its implementation.
Managing roughly $140 million in discretionary assets for about 227 clients with three advisors, the firm emphasizes individualized portfolio constraints alongside plan‑sponsor consulting and ERISA‑related fiduciary acknowledgements. Its explicit use of interval funds, company warrants and the capacity to employ leverage and derivatives in SMAs is atypical compared with most peers.
Client services
Expertise
Fee options
$0+: Up to 1.20% annually for Comprehensive Portfolio Management $0+: Up to 1.00% annually for Retirement Plan Consulting
Fee-only: Maximum annual fees up to 1.20% for portfolio management and up to 1.00% for retirement plan consulting; fees are negotiable and billed monthly in arrears pro-rata.
Main office
See office110 W A St., Suite 960
San Diego CA 92101
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Illinois · Louisiana · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kyle K
Series 66
Phoenix, AZ
Sikorski Wealth Management, LLC
Kyle Kiser is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Merrill, and Bank of America prior to joining Sikorski Wealth Management in 2025. Sikorski Wealth Management provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, cyclical, and macroeconomic analysis to construct diversified portfolios and employs margin borrowing and options/derivatives within separately managed accounts.
Jesse S
Series 66
San Diego, CA
Sikorski Wealth Management, LLC
Jesse Sikorski is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining his current firm in 2021. Outside of his advisory role, he is a licensed insurance agent. Sikorski Wealth Management offers portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and macroeconomic analysis alongside various asset-allocation strategies, and it uses borrowing and derivatives in managed accounts.
Alex Z
Series 66
San Diego, CA
Sikorski Wealth Management, LLC
Alex Zubak is a financial advisor at Sikorski Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining Sikorski Wealth Management in 2024. Sikorski Wealth Management provides comprehensive portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach that includes fundamental, technical, macroeconomic, and sector analysis combined with various asset-allocation strategies and periodic rebalancing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)