KARL SCHORR WEALTH MANAGEMENT, LLC

Overview

Karl Schorr Wealth Management, LLC is an independent registered investment adviser led by Karl Schorr that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and also offers hourly consulting. Investment activity shows a clear tilt toward equities: the bulk of client portfolios are invested in exchange-traded equities, and the adviser does not position itself as a multi-state or ESG specialist. The firm does not operate as a capital allocator; instead it implements portfolios directly for its client base and uses third-party managers where needed, particularly in real estate strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices