ENGLEWOOD, FLCRD 304104Latest ADV February 18, 2026
Schorn Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Englewood, FL. Its latest Form ADV filing, dated February 18, 2026, reports $392M in regulatory assets under management, 9 employees, 3 offices, and 1,409 accounts.
Assets Under Management
$392M
Employees
9
Offices
3 offices
Total Clients
721
Primary office
ENGLEWOOD, FL
33 SOUTH INDIANA AVENUE, ENGLEWOOD, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.2% of total clients.
Top client categories% of clientsClients
1
Individuals
85.2%
614
2
HNWI
13.6%
98
3
Pension Plans
1.1%
8
4
Government
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of February 18, 2026
Discretionary88.3%
$347M
88% of total RAUM88.3%
Non-discretionary11.7%
$46M
12% of total RAUM11.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$392M
Total Accounts1,409
10Y AUM Change+$392M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee80:1
10Y Employee Change+8 (+800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.