Jeffery Sorensen
OverRidge Wealth Advisors · Westlake Village, California
Jeffery Sorensen is a fee-only financial advisor at OverRidge Wealth Advisors in Westlake Village, California. Jeffery focuses on retirement planning and small business owners. OverRidge Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | OverRidge Wealth Advisors |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $368.2M across 1,401 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1623946 |
| Exams passed | Series 63 (1987) · Series 65 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.overridge.com |
How Jeffery's firm compares
- OverRidge Wealth Advisors's average account is about $263,000, from its Form ADV (assets managed divided by 1,401 accounts).
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Questions about Jeffery
Is Jeffery Sorensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and OverRidge Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffery charge for financial advice?
Jeffery's firm, OverRidge Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffery Sorensen based?
Jeffery Sorensen is based in Westlake Village, California.
What does Jeffery specialize in?
Jeffery's specialties include retirement planning and small business owners.
Is Jeffery Sorensen registered with the SEC?
Yes. Jeffery Sorensen is registered as an investment adviser representative in CA (CRD 1623946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OverRidge Wealth Advisors manage?
OverRidge Wealth Advisors reports $368.2M across 1,401 accounts in assets under management.
How do I contact Jeffery Sorensen?
Through Jeffery's website, www.overridge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Westlake Village
Other advisors in California who focus on retirement planning
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
- OverRidge Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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