| Name | Title | Ownership | Since |
|---|---|---|---|
| Lindsay Shrier Bourkoff Control | Partner, Director Of Financial Planning, And Chief Compliance Officer | 25-50% | 2025 |
| Zachary Loren Shrier Control | Managing Principal And Chief Executive Officer | 50-75% | 2025 |
Shrier Wealth Management, LLC reports $323.2 million in regulatory assets under management on its Form ADV.
Shrier Wealth Management, LLC reports 5 employees.
Shrier Wealth Management, LLC is based in Los Angeles, CA and has been SEC-registered since 2025.
Shrier Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1925 Century Park East, Suite 2020, Los Angeles, CA 90067 |
| Phone | 310-201-0200 |
| Fax | 310-201-5010 |
| Office hours | 6:30 a.m. - 3:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $323.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $323.2M |