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).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $1,854,156
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
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 J. Dorman
CRD#: 702817
25301 Cabot Road, Suite 210, 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 31 years of experience in the finance industry.

2
James M. Skorheim
CRD#: 6384003
25301 Cabot Road, Suite 210, 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 M. Skorheim
CRD#: 6384054
25301 Cabot Road, Suite 210, 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 9 years of experience in the finance industry.

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