Atria’s Sorrento Pacific Adds $1 Billion Team
Sorrento Pacific Financial LLC, an independent wealth management firm and subsidiary of Atria Wealth Solutions, has added Pennsylvania-based Schorn Wealth Management, a team of six advisors that oversee approximately $1 billion in assets.
Sorrento Pacific Financial LLC, an independent wealth management firm and subsidiary of Atria Wealth Solutions, has added Pennsylvania-based Schorn Wealth Management, a team of six advisors that oversee approximately $1 billion in assets.
Schorn Wealth Management is headed by Tom Schorn and provides portfolio management, risk management, trust and estate planning, tax planning, and retirement planning to affluent individuals and families, business owners, executives, entrepreneurs, and professionals.
Schorn has 25 years of industry experience and spent 14 years with First Allied Securities before moving to Sorrento.
Atria’s four broker-dealer subsidiaries include Cadaret, Grant & Co., CUSO Financial Services, NEXT Financial Group, and Sorrento Pacific Financial, which support nearly 2,000 financial advisors with more than $65 billion of assets under administration.
Sorrento Pacific Financial is a full-service broker-dealer headquartered in San Diego.
