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SCHORN WEALTH
SCHORN WEALTH, LLC
CRD 304104 · SEC 801-116818
33 SOUTH INDIANA AVENUE, ENGLEWOOD, FL, 34223, United States
Phone
610 399-1500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$392.4M
Discretionary AUM
$346.6M
Team
9 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 614 | $150.8M |
| High net worth individuals | 98 | $221.7M |
| Pension/profit sharing plans | 8 | $19.5M |
| State/municipal entities | 1 | $458K |
States served
AR, CA, DE, MD, NJ, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD