RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 14, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SORENSEN, JEFFERY, M (INITIAL ONLY)IPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SORENSEN, JEFFERY, M (INITIAL ONLY)IPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SORENSEN, JEFFERY, M (INITIAL ONLY)IPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SORENSEN, JEFFERY, M (INITIAL ONLY)IPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SORENSEN FAMILY TRUSTDEOWNERE Control
SORENSEN FAMILY TRUSTDEOWNERE Control
SORENSEN FAMILY TRUSTDEOWNERE Control
SORENSEN FAMILY TRUSTDEOWNERE Control
SORENSEN, JEFFERY, M (INITIAL ONLY)IPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
SORENSEN, JEFFERY, M (INITIAL ONLY)IPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
SORENSEN, JEFFERY, M (INITIAL ONLY)ITRUSTEED Control
SORENSEN, JEFFERY, M (INITIAL ONLY)ITRUSTEED Control
SORENSEN, JEFFERY, M (INITIAL ONLY)ITRUSTEED Control
SORENSEN, JEFFERY, M (INITIAL ONLY)ITRUSTEED Control
SORENSEN, SHANNON, LANEITRUSTEEC Control
SORENSEN, SHANNON, LANEITRUSTEEC Control
SORENSEN, SHANNON, LANEITRUSTEEC Control
SORENSEN, SHANNON, LANEITRUSTEEC Control

Registrations

Federal

IA
Apr 14, 2011 REGISTERED

Notice Filings (1)

CA

Address

4055 EAST THOUSAND OAK BLVD
SUITE 200
WEST LAKE VILLAGE, CA 91362
United States
Phone: 805-379-9870