SCHORN WEALTH, LLC
Legal name: SCHORN WEALTH
CRD #304104 SEC #801-116818 ENGLEWOOD, FL 610 399-1500
SEC Registered
Total AUM
$367.8M
Discretionary
$326.1M
Employees
12
Clients
101
Accounts
1,620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $367.8M | $326.1M | $41.7M | 12 | 0 |
| Mar 2025 | $367.8M | $326.1M | $41.7M | 12 | 0 |
| Aug 2024 | $289.9M | $260.8M | $29.1M | 8 | 0 |
| Apr 2024 | $289.9M | $260.8M | $29.1M | 8 | 0 |
| Mar 2024 | $289.9M | $260.8M | $29.1M | 8 | 0 |
| Mar 2023 | $245.3M | $219.3M | $25.9M | 8 | 0 |
| Mar 2022 | $238.5M | $205.5M | $33M | 4 | 0 |
| Dec 2021 | $252.7M | $218.5M | $34.1M | 3 | 0 |
| Nov 2021 | $252.7M | $218.5M | $34.1M | 3 | 0 |
| Oct 2021 | $252.7M | $218.5M | $34.1M | 3 | 0 |
| Apr 2021 | $252.7M | $218.5M | $34.1M | 3 | 0 |
| Mar 2021 | $252.7M | $218.5M | $34.1M | 3 | 0 |
| Jun 2020 | $171.1M | $96.8M | $74.3M | 3 | 0 |
| May 2020 | $171.1M | $96.8M | $74.3M | 3 | 0 |
| Mar 2020 | $171.1M | $96.8M | $74.3M | 3 | 0 |
| Sep 2019 | $158.8M | $158.8M | $0 | 4 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2019 | $0 | $0 | $0 | 1 | 0 |
| Jul 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
| May 2019 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$367.8M
Discretionary$326.1M
Non-Disc.$41.7M
Employees12
Clients0
DateMar 2025
Total AUM$367.8M
Discretionary$326.1M
Non-Disc.$41.7M
Employees12
Clients0
DateAug 2024
Total AUM$289.9M
Discretionary$260.8M
Non-Disc.$29.1M
Employees8
Clients0
DateApr 2024
Total AUM$289.9M
Discretionary$260.8M
Non-Disc.$29.1M
Employees8
Clients0
DateMar 2024
Total AUM$289.9M
Discretionary$260.8M
Non-Disc.$29.1M
Employees8
Clients0
DateMar 2023
Total AUM$245.3M
Discretionary$219.3M
Non-Disc.$25.9M
Employees8
Clients0
DateMar 2022
Total AUM$238.5M
Discretionary$205.5M
Non-Disc.$33M
Employees4
Clients0
DateDec 2021
Total AUM$252.7M
Discretionary$218.5M
Non-Disc.$34.1M
Employees3
Clients0
DateNov 2021
Total AUM$252.7M
Discretionary$218.5M
Non-Disc.$34.1M
Employees3
Clients0
DateOct 2021
Total AUM$252.7M
Discretionary$218.5M
Non-Disc.$34.1M
Employees3
Clients0
DateApr 2021
Total AUM$252.7M
Discretionary$218.5M
Non-Disc.$34.1M
Employees3
Clients0
DateMar 2021
Total AUM$252.7M
Discretionary$218.5M
Non-Disc.$34.1M
Employees3
Clients0
DateJun 2020
Total AUM$171.1M
Discretionary$96.8M
Non-Disc.$74.3M
Employees3
Clients0
DateMay 2020
Total AUM$171.1M
Discretionary$96.8M
Non-Disc.$74.3M
Employees3
Clients0
DateMar 2020
Total AUM$171.1M
Discretionary$96.8M
Non-Disc.$74.3M
Employees3
Clients0
DateSep 2019
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0