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| Keyboard |
| Schorn Wealth LLC
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|---|---|
| CRD # | 304104 |
| SEC # | 801-116818 |
| CIK # | |
| AUM | 367.8 M (2026-02-18) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 610-399-1500 |
| Address | 33 South Indiana Avenue Englewood, FL 34223 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 761 | 170.1 |
| (b) Individuals (high net worth individuals) | 91 | 189.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 7.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,620 | 367.8 |
| By Discretionary | ||
| Discretionary | 1,298 | 326.1 |
| Non-Discretionary | 322 | 41.7 |
| Total | 1,620 | 367.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.8 | |
| Total | 1,620 | 367.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Integrity Wealth Solutions LLC
✚
|
CO | 369.0 M |
|
Tagstone Capital Inc
✚
|
NC | 368.9 M |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 368.5 M |
|
Peregrine Investment Advisors LLC
✚
|
MS | 368.4 M |
|
Highland Investment Advisors LLC
✚
|
FL | 368.3 M |
|
Blossom Wealth Management LLC
✚
|
368.2 M | |
|
Switchpoint Financial Planning LLC
✚
|
UT | 367.1 M |
|
ODER Investment Management LLC
✚
|
CA | 366.7 M |
|
M E Allison & Co Inc
✚
|
TX | 366.4 M |
|
Sharper & Granite LLC
✚
|
CA | 366.4 M |