Sorensen Wealth Management, Inc.

Sorensen Wealth Management, Inc. (CRD# 154940) is a financial advisory firm headquartered in Westlake Village, CA. They manage $41,892,755 in 239 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $175,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, TX

Financial Advisors at Sorensen Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Sarah A. Frischknecht
CRD#: 6249130
4055 East Thousand Oak Blvd, Suite 200, Westlake Village, CA 91362
89
Wealthminder
score

Sarah Frischknecht (CRD# 6249130) is an Investment Advisor Representative working at Sorensen Wealth Management, Inc. in Westlake Village, CA and has over 3 years of experience in the finance industry.

2
Bruce T. Andersen
CRD#: 4954273
4055 E. Thousand Oaks Blvd., Suite 200, Westlake Village, CA 91362
87
Wealthminder
score

Bruce Andersen (CRD# 4954273) is an Investment Advisor Representative working at Sorensen Wealth Management, Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.

3
Craig A. Szabo
CRD#: 6244053
4055 East Thousand Oak Blvd, Suite 200, Westlake Village, CA 91362
75
Wealthminder
score

Craig Szabo (CRD# 6244053) is an Investment Advisor Representative working at Sorensen Wealth Management, Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.

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