Dorman Skorheim Wealth Management LLC

Dorman Skorheim Wealth Management LLC (CRD# 168711) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $20,043,695 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $198,452
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 - 4 of 4 top financial advisors.
1
James M. Skorheim
CRD#: 6384003
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677
107
Wealthminder
score

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.  

2
Jacob J. Dorman
CRD#: 6236566
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677
89
Wealthminder
score

Jacob Dorman (CRD# 6236566) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA and has over 4 years of experience in the finance industry.

3
James M. Skorheim
CRD#: 6384054
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677
88
Wealthminder
score

James Skorheim (CRD# 6384054) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA and has over 3 years of experience in the finance industry.

4
Jeffrey J. Dorman
CRD#: 702817
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677
86
Wealthminder
score

Jeffrey Dorman (CRD# 702817) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA and has over 24 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.