Schorn Wealth, LLC
● SEC registered since 2019CRD 304104SEC# 801-116818Englewood, FL
Reg. AUM
$392.4M
Employees
9
Accounts
1,409
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 $392.4 million in regulatory assets under management and employs 9 people.
Schorn Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Schorn Control | Principal And Cco | Over 75% | 2019 |
Frequently asked questions
How much does Schorn Wealth, LLC manage?
Schorn Wealth, LLC reports $392.4 million in regulatory assets under management on its Form ADV.
How many employees does Schorn Wealth, LLC have?
Schorn Wealth, LLC reports 9 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
| Address | 33 South Indiana Avenue, Englewood, FL 34223 |
| Phone | 610 399-1500 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$392.4M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$392.4Mregulatory AUM
Discretionary $346.6MNon-discretionary $45.8M