Shrier Wealth Management, LLC
Shrier Wealth Management, LLC is an SEC-registered wealth manager in Los Angeles, CA with $390.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Shrier Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332673, SEC 801-131769, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $390.6M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Los Angeles, CA
- Employees
- 5
- Clients
- 158
- CRD
- 332673
- Ownership
- BOURKOFF, LINDSAY, SHRIER; SHRIER, ZACHARY, LOREN
How much AUM does Shrier Wealth Management, LLC have?
Shrier Wealth Management, LLC reported $390.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Shrier Wealth Management, LLC?
Disclosed owners and executives of Shrier Wealth Management, LLC include BOURKOFF, LINDSAY, SHRIER, SHRIER, ZACHARY, LOREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.