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SCHORN WEALTH

ENGLEWOOD, FL · CRD 304104 · IAPD ↗ · schorn.net · 610 399-1500

$392.4MRegulatory AUM
5Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — SCHORN WEALTH notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — SCHORN WEALTH shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
August 2025 — SCHORN WEALTH notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — SCHORN WEALTH added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SCHORN WEALTH reported RAUM up 27% ($289.9M -> $367.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2025 — SCHORN WEALTH grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — SCHORN WEALTH notice-filed in CA, DE, MD, NC, NJ, NY, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — FIDUCIARY PLANNING, LLC is now doing business as SCHORN WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.