|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Schorn Wealth LLC
✚
|
|
|---|---|
| CRD # | 304104 |
| SEC # | 801-116818 |
| CIK # | |
| AUM | $367.8 M (2025-07-15) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 610-399-1500 |
| Address | 33 South Indiana Avenue Englewood, FL 34223 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 761 | 170.1 |
| (b) Individuals (high net worth individuals) | 91 | 189.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 7.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,620 | 367.8 |
| By Discretionary | ||
| Discretionary | 1,298 | 326.1 |
| Non-Discretionary | 322 | 41.7 |
| Total | 1,620 | 367.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.8 | |
| Total | 1,620 | 367.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ELEY Financial Management Inc
✚
|
VT | 0.4 |
|
Beacon Bridge Wealth Partners LLC
✚
|
PA | 0.4 |
|
Private Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Steadmont Advisors LLC
✚
|
AL | 0.4 |
|
Digital Wealth Partners LLC
✚
|
0.4 | |
|
PFS Partners LLC
✚
|
NJ | 0.4 |
|
Wealth Navigation LLC
✚
|
UT | 0.4 |
|
55 North Private Wealth LLC
✚
|
FL | 0.4 |
|
DEW Point Capital Inc
✚
|
CA | 0.4 |
|
Robinswood Financial LLC
✚
|
WA | 0.4 |