Phoenix, AZ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sikorski Wealth Management, LLC
Supported
Firm-wide stats for Sikorski Wealth Management, LLC
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.
Based on Sikorski Wealth Management, LLC
Expertise
Based on Sikorski Wealth Management, LLC
Location
2325 E Camelback Rd, Ste 400
Phoenix AZ 85016
Advisors at this office
1
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