Dorman Skorheim Wealth Management LLC

Dorman Skorheim Wealth Management LLC (CRD# 168711) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $44,736,156 in 132 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
25301 Cabot Road, Suite 208, Laguna Hills, CA 92653
https://www.facebook.com/dormanskorheim
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $338,910
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dorman Skorheim Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Dorman, financial advisor Laguna Hills CA
Jeffrey J. Dorman
CRD#: 702817
25301 Cabot Road, Suite 208, Laguna Hills, CA 92653

Jeffrey Dorman (CRD# 702817) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 30 years of experience in the finance industry. Jeffrey Dorman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James Skorheim, financial advisor Laguna Hills CA
James M. Skorheim
CRD#: 6384003
25301 Cabot Road, Suite 208, Laguna Hills, CA 92653

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.  

3
James Skorheim, financial advisor Laguna Hills CA
James M. Skorheim
CRD#: 6384054
25301 Cabot Road, Suite 208, Laguna Hills, CA 92653

James Skorheim (CRD# 6384054) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 8 years of experience in the finance industry.

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