Shrier Wealth Management, LLC

RIASEC Registered
Total AUM
$391M
Discretionary
$391M
100% of AUM
Avg account
$972K
Accounts
402
Employees
5
Advisory reps
3

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

FINTRX

Overview

Shrier Wealth Management, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for both individuals/small businesses and business or institutional clients. Its fee schedule includes percentage-of-assets, hourly engagements, and fixed-fee arrangements. Shrier Wealth Management is SEC-registered (registered in 2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 19%, Public Funds/Mutual Funds 5%, State & Local Bonds 4%, Cash & Cash Equivalents 2%70%
  • Exchange Traded Equities70%
  • US Government Bonds19%
  • Public Funds/Mutual Funds5%
  • State & Local Bonds4%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$166M in ETFs

Passive

94%

$156M

Active

1%

$10.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$25.7M255,05015.44%
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Location

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
1925 Century Park E
Time zone
PT (UTC-8)
Office locations

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