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SKORHEIM WEALTH MANAGEMENT, LLC
CRD 328995
25255 CABOT ROAD, SUITE 221, LAGUNA HILLS, CA, 92653, United States
Phone
949-446-4049
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$70.9M
Discretionary AUM
$70.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $5.7M |
| High net worth individuals | 1 | $62.0M |
| Charitable organizations | 1 | $3.1M |
Official SEC filing: View on IAPD