Dorman Skorheim Wealth Management LLC
Dorman Skorheim Wealth Management LLC (CRD# 168711) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $103,832,750 in 56 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management104MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$1,854,156
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
Jeffrey Dorman (CRD# 702817) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 31 years of experience in the finance industry.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from many lenses, including tax, retirement savings and planning, and business valuation and consulting. And I love to talk to clients about what makes them excited about the future, and how we can work together to make that future a reality.
James Skorheim (CRD# 6384054) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 9 years of experience in the finance industry.