Atria Subsidiary Sorrento Pacific Adds $1 Billion Schorn Wealth Management
September 13, 2019
Schorn Wealth Management, a Pennsylvania-based firm with six advisors and approximately $1 billion in assets under administration (AUA), will join Sorrento Pacific Financial, a wealth management firm based in San Diego, Calif. and a subsidiary of the prominent wealth management holding company Atria Wealth Solutions.
Tom Schorn, the head advisor at Schorn Wealth Management with more than 25 years of experience in the industry, said the firm had “carefully reviewed options” before deciding on Sorrento and Atria, asserting Atria understood what was necessary in maintaining client relationships over the long term. Doug Ketterer, the CEO of Atria Wealth Solutions (and a “10 to Watch in 2018” finalist at WealthManagement.com) celebrated the partnership.