← Back to searchVisit website
KARL SCHORR WEALTH MANAGEMENT, LLC
SCHORR, KARL NELSON
CRD 166433
27186 NEWPORT ROAD, MENIFEE, CA, 92584, United States
Phone
951-223-1879
Fax
208-475-9951
Registration
— (—)
Source
State registered
Total AUM
$23.9M
Discretionary AUM
$23.9M
Team
0 total employees; 0 advisory reps; 138 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $23.9M |
All web addresses on file
Official SEC filing: View on IAPD