Overview
Assets Under Management: $368 million
Headquarters: ENGLEWOOD, FL
High-Net-Worth Clients: 91
Average Client Assets: $2 million
Frequently Asked Questions
SCHORN WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304104), SCHORN WEALTH, LLC is subject to fiduciary duty under federal law.
SCHORN WEALTH, LLC is headquartered in ENGLEWOOD, FL.
SCHORN WEALTH, LLC serves 91 high-net-worth clients according to their SEC filing dated July 15, 2025. View client details ↓
According to their SEC Form ADV, SCHORN WEALTH, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SCHORN WEALTH, LLC manages $368 million in client assets according to their SEC filing dated July 15, 2025.
According to their SEC Form ADV, SCHORN WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,620
Discretionary Accounts: 1,298
Non-Discretionary Accounts: 322
Regulatory Filings
CRD Number: 304104
Filing ID: 2003804
Last Filing Date: 2025-07-15 11:45:00
Website: 3