Alex Zubak
Sikorski Wealth Management · San Diego, California
Alex Zubak is a fee-only financial advisor at Sikorski Wealth Management in San Diego, California. Alex focuses on retirement planning and estate & legacy planning. Sikorski Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Sikorski Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $139.6M across 644 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5993710 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sikorskiwealthmgmt.com |
How Alex's firm compares
- Sikorski Wealth Management's average account is about $217,000, from its Form ADV (assets managed divided by 644 accounts).
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Questions about Alex
Is Alex Zubak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Sikorski Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, Sikorski Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Alex Zubak based?
Alex Zubak is based in San Diego, California.
What does Alex specialize in?
Alex's specialties include retirement planning and estate & legacy planning. Alex works with pre-retirees and retirees.
Is Alex Zubak registered with the SEC?
Yes. Alex Zubak is registered as an investment adviser representative in CA (CRD 5993710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sikorski Wealth Management manage?
Sikorski Wealth Management reports $139.6M across 644 accounts in assets under management.
How do I contact Alex Zubak?
Through Alex's website, www.sikorskiwealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sikorski Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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