Sorensen Wealth Management, Inc. is a related adviser based in West Lake Village. It manages $16.19 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2010.
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.
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 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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.