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RIA · CRD 328995State-Registered Investment Adviser

Updated:

SKORHEIM WEALTH MANAGEMENT

SKORHEIM WEALTH MANAGEMENT, LLC is a state-registered investment adviser in LAGUNA HILLS, CA. The firm manages approximately $71 million in assets.

Overview

SKORHEIM WEALTH MANAGEMENT, LLC is a state-registered investment adviser in LAGUNA HILLS, CA. The firm manages approximately $71 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Laguna Hills

Corporate office

Minneapolis, MN, United States

Principals

Mark Skorheim

Founder & Managing Member

Sector focus

Real EstatePrivate EquityVenture CapitalPublic Equities

Frequently asked questions

What is the source of the Skorheim family's wealth?

The wealth traces back primarily to Arctic Glacier Income Fund, a Winnipeg-based trust that operated as North America's largest manufacturer and distributor of packaged ice. The Skorheim family held a significant equity position and participated in liquidity events associated with the fund's restructuring and subsequent sale of its operating assets.

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