SORENSEN WEALTH MANAGEMENT, INC.
CRD #154940 SEC #801-71828 WEST LAKE VILLAGE, CA 805-379-9870
SEC Registered
Total AUM
$16.2M
Discretionary
$16.2M
Employees
5
Clients
0
Accounts
128
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2011 | $16.2M | $16.2M | $0 | 5 | -- |
| Apr 2011 | $16.2M | $16.2M | $0 | 5 | -- |
| Feb 2011 | $16.2M | $16.2M | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
DateApr 2011
Total AUM$16.2M
Discretionary$16.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$16.2M
Discretionary$16.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$16.2M
Discretionary$16.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--