Karl Nelson Schorr

Employer firm

Karl Schorr Wealth Management, LLC CRD 166433

$27.9M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Karl Schorr Wealth Management
  Canyon Lake, CA

Other Businesses

Karl Schorr Wealth Management Business is investment-related 31500 Grape St. #3-356 Lake Elsinore, CA 92532 Licensed tax preparation and advising on Delaware Statutory Trusts (DSTs) Owner Performed in conjunction with RIA business Start date February 22, 2013 Hours/month: 9 Hours devoted during securities trading hours: 4 I prepare personal income tax returns for a small number of clients. I occasionally advise on 1031 property exchanges into Delaware Statutory Trusts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-05