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 independently owned SEC-registered registered investment adviser organized as an LLC. The firm identifies as an independent RIA serving individual and family clients and offers financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its fee schedule combines a percentage-of-assets model with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
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 41Active vs passive
$147M in ETFs
94%
$137M
1%
$9.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $22.6M | 224,155 | 15.39% |
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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