Schorn Wealth
Firm details
- Headquarters
- Englewood, Florida
- CRD number
- 304104
- Registered since
- June 21, 2019
- Website
- www.schorn.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.5%
- Individuals38.43%
- Pension & Profit Sharing Plans4.96%
- State / Municipal Government0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Schorn Wealth LLC is an independent registered investment adviser that registered with the SEC in 2019. The firm is owned by an individual principal and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Schorn Wealth also operates as a registered representative of a broker-dealer and as an insurance broker, and it lists an insurance company among its industry affiliations. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds5%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Erin Semelka
Wealth AdvisorCRD 5497811
Thomas Schorn
Investment Advisor RepresentativeCRD 2928253
Ryan Guttridge
Director of Equity ResearchCRD 2495914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$411M in ETFs
75%
$308M
18%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $64.1M | 659,242 | 15.60% |
Location
Englewood, FL
Sarasota
Location
Englewood, FL
Headquartered in Englewood, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 33 S Indiana Ave
- Time zone
- ET (UTC-5)
- Office locations
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