S
$70.9M Total AUM
$70.9M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-29-2023
- Office Locations
- 1
Office Locations
25255 Cabot Road Suite 221 Laguna Hills CA
About Skorheim Wealth Management, LLC
Skorheim Wealth Management, LLC is a Laguna Hills-based RIA. The firm has been operating for 2 years. Managing $70.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
31 AVG AGE
$35.4M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES MICHAEL SKORHEIM
Managing Partner, Principal
- CRD
- #6384054
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JAMES MICHAEL SKORHEIM JR.
Chief Compliance Officer, Managing Partner
- CRD
- #6384003
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,862,186 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,862,186 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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