# SORENSEN WEALTH MANAGEMENT, INC.

SORENSEN WEALTH MANAGEMENT, INC. of WEST LAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154940
- Type: SEC-registered investment adviser
- SEC file number: 801-71828
- Location: 4055 EAST THOUSAND OAK BLVD, SUITE 200, WEST LAKE VILLAGE, CA, 91362
- Phone: 805-379-9870
- Latest filing: 2011-04-14
- Regulatory AUM: $16.2M
- Discretionary AUM: $16.2M
- Clients: 1
- Accounts: 128

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SORENSEN SHANNON LANE | TRUSTEE | — |
| SORENSEN JEFFERY M INITIAL ONLY | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154940/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154940/similar
- Related entities: https://search.stillhousedata.com/firm/154940/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154940

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.