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25255 Cabot Road Suite 221, Laguna Hills, CA 92653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-21 |
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 |
|---|---|---|---|---|
| Dorman Skorheim Wealth Management, Llc | Laguna Hills | CA | 08/2014 | Present |
| Skorheim & Associates, Aac | Laguna Hills | CA | 01/2006 | Present |
| Skorheim Wealth Management, Llc | Laguna Hills | CA | 09/2023 | Present |
1) 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 OWNER, 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 OWNER, AND FORENSIC ACCOUNTING AND LITIGATION SUPPORT RELATED CLIENT WORK INCLUDING BUSINESS VALUATION. 2) IAR at the company Dorman Skorheim Wealth Management, LLC. Will be dually registered until I can paper over all of my clients to Skorheim Wealth Management LLC. 3) Jim Michael Skorheim a licensed attorney in California but does not practice. He will not offer clients advice or services and therefore, a conflict of interest does not exist.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-06 |
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