Shrier Wealth Management, LLC
● SEC registered since 2025CRD 332673SEC# 801-131769Los Angeles, CA
Reg. AUM
$390.6M
Employees
5
Accounts
402
Location
Los Angeles, CA
Shrier Wealth Management, LLC assets under management
Shrier Wealth Management, LLC is an investment advisory firm registered with the SEC based in Los Angeles, CA. The firm has been registered since 2025. It reports $390.6 million in regulatory assets under management and employs 5 people.
Shrier Wealth Management, LLC owners & executives
2 reported| 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 |
Frequently asked questions
How much does Shrier Wealth Management, LLC manage?
Shrier Wealth Management, LLC reports $390.6 million in regulatory assets under management on its Form ADV.
How many employees does Shrier Wealth Management, LLC have?
Shrier Wealth Management, LLC reports 5 employees.
Where is Shrier Wealth Management, LLC located?
Shrier Wealth Management, LLC is based in Los Angeles, CA and has been SEC-registered since 2025.
Does Shrier Wealth Management, LLC disclose fund performance?
Shrier Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$390.6M▲ 21%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$390.6Mregulatory AUM
Discretionary $390.6M