SKORHEIM WEALTH MANAGEMENT, LLC

Overview

Skorheim Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm focuses on fee-for-service financial planning and portfolio management for individuals, families and small businesses, charging a combination of a percentage of assets under management and hourly fees. Its client mix includes high-net-worth individuals and some institutional relationships, and it manages discretionary mandates for the majority of its clients. Investment posture is conservative and concentrated: the firm favors fixed-income instruments, particularly U.S. government debt, and uses separately managed account structures for its discretionary work. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not operate as a pension consultant or capital allocator to third-party alternative managers.

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Investments & Alternatives

Location & Offices