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Managing Member & Chief Compliance Officer · Sikorski Wealth Management, LLC

Jesse D. Sikorski

CRD 6435365 · Named on Form ADV at one SEC-registered adviser

At a glance

Sikorski Wealth Management, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $140 million in regulatory assets, lists Jesse D. Sikorski on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jesse’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jesse’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.