KARL SCHORR WEALTH MANAGEMENT, LLC

KARL SCHORR WEALTH MANAGEMENT, LLC of MENIFEE, CA is an SEC-registered investment adviser (CRD 166433). Regulatory assets under management: $23.9M.

Registration

• CRD: 166433
• Type: Registered investment adviser
• Location: 27186 NEWPORT ROAD, MENIFEE, CA, 92584
• Phone: 951-223-1879
• Latest filing: 2026-03-20
• Regulatory AUM: $23.9M
• Discretionary AUM: $23.9M
• Accounts: 195

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166433 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search