SKORHEIM WEALTH MANAGEMENT, LLC

SKORHEIM WEALTH MANAGEMENT, LLC of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 328995). Regulatory assets under management: $70.9M.

Registration

• CRD: 328995
• Type: Registered investment adviser
• Location: 25255 CABOT ROAD, LAGUNA HILLS, CA, 92653
• Phone: 949-446-4049
• Latest filing: 2026-03-12
• Regulatory AUM: $70.9M
• Discretionary AUM: $70.9M
• Clients: 2
• Accounts: 21

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 328995 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search