Schorn Wealth

RIASEC RegisteredEst. 2019
Total AUM
$392M
Discretionary
$347M
88% of AUM
Avg account
$279K
Accounts
1,409
Employees
9
Advisory reps
5

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

FINTRX

Overview

Schorn Wealth is an independently owned registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individual/family and institutional clients, operating under an owner-type classified as individual. Its fee structure is a mix of percentage-of-AUM and fixed fees. In addition to advisory work, Schorn Wealth functions as a registered representative of a broker‑dealer and as an insurance broker. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor. Custody and execution are centralized, with Schwab used as the primary custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Public Funds/Mutual Funds 5%, US Government Bonds 2%, Cash & Cash Equivalents 2%91%
  • Exchange Traded Equities91%
  • Public Funds/Mutual Funds5%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Contacts

3 of 5
  • Ryan Guttridge

    Ryan Guttridge

    Director of Equity ResearchCRD 2495914

  • Franklin Banfer

    Financial AdvisorCRD 1423950

  • Erin Semelka

    Erin Semelka

    Wealth AdvisorCRD 5497811

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$410M in ETFs

Passive

75%

$308M

Active

18%

$102M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW)Wisdom TreePassiveLarge Blend$59.5M622,49614.53%
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Location

Primary office

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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