Shrier Wealth Management, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 332673
- Registered since
- January 6, 2025
- Website
- www.shrierwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.81%
- Individuals5.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Shrier Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and bills through a mix of percentage-of-AUM, hourly, and fixed fees. Core advisory services include comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm does not describe itself as an active ESG investor, a multi-state advisor, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds19%
- Public Funds/Mutual Funds5%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
Contacts
3 of 3H. Steven Shrier
Founder, Investment StrategistCRD 1032917
Zachary Shrier
Co-FounderCRD 4697066
Lindsay Bourkoff
PartnerCRD 4711297
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$162M in ETFs
94%
$152M
1%
$10.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $23.2M | 230,244 | 14.28% |
Location
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
- 1925 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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