SHIFTING THE CULTURE WEALTH PARTNERS LLC

RIASEC Registered

Total AUM

$1.9M

Discretionary

$0

0% of AUM

Avg account

$119K

Accounts

16

Employees

2

Advisory reps

2

Firm details

Headquarters: Los Angeles, California
CRD number: 309408
Website: www.stcwealth.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Shifting The Culture Wealth Partners LLC is an independent registered investment advisor (RIA) that focuses on providing financial planning and portfolio management services primarily to individuals and families. The firm operates as a limited liability company and is structured to allocate capital effectively. With a client-centric approach, it emphasizes personalized financial strategies and educational initiatives through workshops and seminars. The firm does not currently engage in active ESG investing, which may appeal to clients with different investment philosophies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities50%
Non-Exchange Traded Equities45%
Cash & Cash Equivalents5%

Owners & executives

1 of 1

NJIDEKA OBIJIAKU
Owner & CEOCRD 5967640

Contacts

1 of 1

Kaine Nicholas
Investment Advisor RepresentativeCRD 4549316

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: LOS ANGELES
Address: 3680 Wilshire Blvd
Time zone: PT (UTC-8)
Office locations

Similar firms

INSIGHT ADVISORS, LLC

Los Angeles, CA

AUM $1.7MTEAM 1REPS 1

BULLBEAR INVESTMENT MANAGEMENT, LLC

Los Angeles, CA

AUM $3.1MTEAM 1REPS 1

WHALEN FINANCIAL PLANNING

Los Angeles, CA

AUM $999KTEAM 1REPS 1

SUSTAINABLE WEALTH ADVISORY GROUP

Los Angeles, CA

AUM $4MTEAM 1REPS 1

FENUL WEALTH MANAGEMENT LLC

Los Angeles, CA

AUM $898KTEAM 1REPS 1

PRIME OPPORTUNITIES INVESTMENT GROUP LLC

Los Angeles, CA

AUM $4.8MTEAM 1REPS 1

More RIAs in Los Angeles →All California RIAs →