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25255 Cabot Road Suite 221, Laguna Hills, CA 92653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-16 |
Branch Locations
25255 Cabot Road Suite 221, Laguna Hills, CA 92653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skorheim & Associates, Aac | Laguna Niguel | CA | 01/2006 | 02/2018 |
| Dorman Skorheim Wealth Management, Llc | Laguna Hills | CA | 08/2014 | Present |
| Skorheim & Associates, Aac | Laguna Hills | CA | 01/2010 | Present |
| Skorheim Wealth Management, Llc | Laguna Hills | CA | 09/2023 | Present |
SKORHEIM & ASSOCIATES, AAC, A NON-INVESTMENT RELATED BUSINESS, LOCATED AT 25301 CABOT ROAD, SUITE 208, LAGUNA HILLS, CALIFORNIA, 92653, A CPA FIRM, I AM THE CFO AND A CPA, I STARTED IN JANUARY, 2006, I SPEND ROUGHLY 150 HOURS A MONTH DEVOTED TO THIS BUSINESS ACTIVITY, AND ROUGHLY 5 HOURS PER DAY DURING SECURITIES TRADING HOURS, MY DUTIES INCLUDE MANAGERIAL DUTIES AS CFO, AND ACCOUNTING RELATED CLIENT WORK INCLUDING BUSINESS VALUATION. -James Michael Skorheim is currently an investment advisor at the company Dorman Skorheim Wealth Management, LLC. James Michael Skorheim will be dually registered until all of my clients are papered over to Skorheim Wealth Management LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-06 |
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