Updated:
Karl Schorr Wealth Management
Karl Schorr Wealth Management is a multi-family office providing wealth management and financial planning to high-net-worth individuals in the US.
Karl Schorr Wealth Management
KARL SCHORR WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in MENIFEE, CA. The firm manages approximately $24 million in regulatory assets. It is based in MENIFEE, CA.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
Karl Schorr
Founder & Wealth Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Karl Schorr Wealth Management?
Karl Schorr serves as the managing member and lead advisor, making investment decisions for client portfolios. His background includes experience in wealth management and financial advisory (per public record).
How does Karl Schorr Wealth Management source proprietary deal flow?
The firm does not publicly disclose a proprietary deal-sourcing model. It appears to operate as a traditional RIA, using external custodians and third-party investment platforms for client asset allocation rather than originating exclusive investments.
Is Karl Schorr Wealth Management structured as a single family office or multi-family office?
The firm is structured as a multi-family office (RIA), serving multiple families rather than preserving a single fortune. It is registered with state securities regulators as a financial advisory firm.
What investment stages does Karl Schorr Wealth Management typically target?
The firm's investment focus is not publicly disclosed. Based on its RIA structure, it likely targets traditional asset classes like equities, fixed income, and mutual funds rather than venture or private equity stages.
Does Karl Schorr Wealth Management maintain philanthropic structures?
No public records indicate the firm operates a foundation or charitable arm. Its wealth management services may include philanthropic planning for clients, but the firm itself does not disclose such structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: