Sorensen Wealth Management, Inc. (West Lake Village)

Sorensen Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sorensen Wealth Management: assets under management

The assets under management (AUM) of Sorensen Wealth Management, Inc. is $16.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sorensen Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Lake Village

The principal office where Sorensen Wealth Management, Inc. performs its advisory services is located at 4055 East Thousand Oak Blvd, West Lake Village, CA 91362, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-379-9870 or by fax 805-379-9026. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.sorensenwealth.com.

Registered investment advisers similar to Sorensen Wealth Management, Inc.

• Retirement Asset Management
• Cedar Capital
• Wealth Trak Financial Services
• Vert Asset Management
• Holden Securities Management
• Secure Future Financial Services
• Dwmc Ii, L.L.C
• Gryphon Management Partners
• Iqcio
• Gray Financial Services Corp
• Ing Pilgrim Quantitative Management
• Ing Quantitative Management
• Buck Advisory
• Global Wealth Law Corporation
• Lancaster Capital Management