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Lindsay Shrier Bourkoff

Partner, Director Of Financial Planning, And Chief Compliance OfficerShrier Wealth Management, LLCCRD 4711297

About Lindsay Shrier Bourkoff

Lindsay Shrier Bourkoff is listed as Partner, Director Of Financial Planning, And Chief Compliance Officer at Shrier Wealth Management, LLC in Los Angeles, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Shrier Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lindsay Shrier Bourkoff work?

Lindsay Shrier Bourkoff is listed as Partner, Director Of Financial Planning, And Chief Compliance Officer at Shrier Wealth Management, LLC on SEC Form ADV.

How much of Shrier Wealth Management, LLC does Lindsay Shrier Bourkoff own?

Form ADV reports a beneficial ownership band of 25-50%.

Shrier Wealth Management, LLC

TitlePartner, Director Of Financial Planning, And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2025
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