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Sikorski Wealth Management, LLC
SEC-regulated
Registered investment advisor
Sikorski Wealth Management, LLC, founded in June 2021 by Jesse Sikorski, operates in San Diego, California. Mr. Sikorski, born in 1989, holds a Master's degree in Business from San Diego State University and a Bachelor's degree in Economics from Johns Hopkins University. With licenses including the SIE Exam, Series 7 & 66, and insurance licenses, Mr. Sikorski serves as the Managing Partner/President & Chief Compliance Officer. As a licensed insurance agent/broker, he may offer insurance products but will act as a fiduciary in the client's best interest to mitigate potential conflicts. Mr. Sikorski has no disciplinary history, does not receive additional compensation beyond advisory fees, and is the sole owner responsible for supervising advisory activities. Clients can reach him at 619-363-6007. Mr. Sikorski has not been involved in arbitration claims or any civil, self-regulatory, or administrative proceedings. The firm's brochure supplement and further information about Mr. Sikorski are available on the SEC's website.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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