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Trustee of the Steven and Sonia Zorn Family Trust, Dated April 5, 2017 · Oder Investment Management, LLC

Sonia Zorn

CRD 7078231 · Named on Form ADV at one SEC-registered adviser

At a glance

Oder Investment Management, LLC, an SEC-registered wealth manager based in Woodland Hills, CA with $367 million in regulatory assets, lists Sonia Zorn on its Form ADV as Trustee of the Steven and Sonia Zorn Family Trust, Dated April 5, 2017.

Firms and roles

  • Oder Investment Management, LLCTrustee of the Steven and Sonia Zorn Family Trust, Dated April 5, 2017Wealth manager · Woodland Hills, CA · $367M in regulatory assets

AtlasMembers

Sonia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joshua K. OderPortfolio Manager, CCO (since 2017), Trustee of the Joshua and Dana Oder Family Trust, Dated October 2, 2013, Oder Investment Management, LLC
  • Steven S. ZornPortfolio Manager, Trustee of the Steven and Sonia Zorn Family Trust, Dated April 5, 2017, Oder Investment Management, LLC
  • Erik M. HelmstetterPortfolio Manager, Trustee of the Helmstetter Family Revocable Trust, Dated July 10, 2008, Oder Investment Management, LLC
  • Dana OderTrustee of the Joshua and Dana Oder Family Trust, Dated October 2, 2013, Oder Investment Management, LLC
  • Christine HelmstetterTrustee of the Helmstetter Family Revocable Trust, Dated July 10, 2008, Oder Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sonia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.