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Schorn Wealth, LLC

● SEC registered since 2019CRD 304104SEC# 801-116818Englewood, FL
Export (members)
Reg. AUM
$367.8M
Employees
12
Accounts
1,620
Location
Englewood, FL

Schorn Wealth, LLC assets under management

Schorn Wealth, LLC is an SEC-registered investment adviser based in Englewood, FL. The firm has been registered since 2019. It reports $367.8 million in regulatory assets under management and employs 12 people.
www.schorn.netView on SEC.gov ↗

Schorn Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Schorn ControlPrincipal And CcoOver 75%2019

Frequently asked questions

How much does Schorn Wealth, LLC manage?

Schorn Wealth, LLC reports $367.8 million in regulatory assets under management on its Form ADV.

How many employees does Schorn Wealth, LLC have?

Schorn Wealth, LLC reports 12 employees.

Where is Schorn Wealth, LLC located?

Schorn Wealth, LLC is based in Englewood, FL and has been SEC-registered since 2019.

Does Schorn Wealth, LLC disclose fund performance?

Schorn Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address33 South Indiana Avenue, Englewood, FL 34223
Phone610 399-1500
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$326.1M
Non-discretionary$41.7M
Total (RAUM)$367.8M