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Building 2SORENSEN WEALTH MANAGEMENT, INC.

Map pinWEST LAKE VILLAGE, CA
Phone805-379-9870
NotebookSEC #801-71828
Total AUM
$16.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4055 EAST THOUSAND OAK BLVD
SUITE 200
WEST LAKE VILLAGE
CA 91362
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
805-379-9870

ReceiptFinancials

Total AUM
$16.2M
Accounts
128
Discretionary
$16.2M
Accounts
128
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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