PPrivate Fund Data Log in Join · $37/mo

Zachary Loren Shrier

Managing Principal And Chief Executive OfficerShrier Wealth Management, LLCCRD 4697066

About Zachary Loren Shrier

Zachary Loren Shrier is listed as Managing Principal And Chief Executive Officer at Shrier Wealth Management, LLC in Los Angeles, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Shrier Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Zachary Loren Shrier work?

Zachary Loren Shrier is listed as Managing Principal And Chief Executive Officer at Shrier Wealth Management, LLC on SEC Form ADV.

How much of Shrier Wealth Management, LLC does Zachary Loren Shrier own?

Form ADV reports a beneficial ownership band of 50-75%.

Shrier Wealth Management, LLC

TitleManaging Principal And Chief Executive Officer
Ownership50-75%
Control personYes
Since2025