James Skorheim
Skorheim Wealth Management · Laguna Hills, California
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.
Request an introduction to James →
Facts
| Firm | Skorheim Wealth Management |
|---|---|
| Based in | Laguna Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $70.9M across 21 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6384054 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
How James's firm compares
- Skorheim Wealth Management's average account is about $3.4 million, from its Form ADV (assets managed divided by 21 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Laguna Hills
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.