# James Skorheim

> James Skorheim is a fee-only financial advisor at Skorheim Wealth Management in Laguna Hills, California. Skorheim Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-skorheim-6384054/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Skorheim Wealth Management
- **Based in:** Laguna Hills, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $70.9M across 21 accounts
- **CRD:** 6384054 (https://adviserinfo.sec.gov/individual/summary/6384054)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is James Skorheim a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Skorheim Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Skorheim Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James Skorheim based?

James Skorheim is based in Laguna Hills, California.

### Is James Skorheim registered with the SEC?

Yes. James Skorheim is registered as an investment adviser representative in CA (CRD 6384054), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Skorheim Wealth Management manage?

Skorheim Wealth Management reports $70.9M across 21 accounts in assets under management.

### How do I contact James Skorheim?

Contact details aren't on file yet. Search for Skorheim Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6384054): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.