Skorheim Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,743,382
Clients
24
Advisors
2
of 2 employees
About
Skorheim Wealth Management, LLC provides portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations. The firm delivers ongoing advisory services with written Investment Policy Statements and offers financial plans that are typically provided upon completion with the option for follow-up work for a fee.
The firm’s investment approach combines fundamental analysis and modern portfolio theory and uses both long-term and short-term trading across mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), TIPS and non-U.S. securities. Accounts are custodied at Schwab Institutional, reviewed at least quarterly, and may be managed on a discretionary basis with documented risk tolerances.
Skorheim has an affiliated accounting practice (Skorheim & Associates, AAC) and may, from time to time, provide clients with accounting services, a relationship the firm discloses as a potential conflict of interest; one principal is a licensed California attorney who does not practice and will not provide legal services. The firm also discloses prior involvement with another advisory firm that has since ended, and operates as a compact two-advisor team serving a small client roster with roughly $70.9 million in discretionary AUM—an organizational profile and cross-professional affiliation that are uncommon among peers.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $4,000,000: 0.60% $4,000,001 - $6,000,000: 0.50% $6,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
$150 to $450 per hour
Main office
25255 Cabot Road, Suite 221
Laguna Hills CA 92653
Advisors at this office
2
Most active in
California
Also doing business as
Skorheim Wealth Management LLC · Skorheim Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
James S
Series 65
Laguna Hills, CA
Skorheim Wealth Management, LLC
James Skorheim is a financial advisor at Skorheim Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been involved in wealth management since 2014, along with operating a CPA firm specializing in forensic accounting and litigation support. Skorheim is also a licensed attorney in California, though he does not practice law. Skorheim Wealth Management provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to construct diversified portfolios and manages approximately $71 million in discretionary assets.
James S
Series 65
Laguna Hills, CA
Skorheim Wealth Management, LLC
James Skorheim is a financial advisor at Skorheim Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has been involved in wealth management through various firms since 2010. Outside of his advisory role, Skorheim is the CFO of a CPA firm, where he performs managerial and accounting duties including business valuation. Skorheim Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to manage diversified portfolios, offering both long- and short-term trading strategies.
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