CRD: 309408
Shifting THE Culture Wealth Partners LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2020
- Office Locations
- 2
Office Locations
About Shifting THE Culture Wealth Partners LLC
Shifting the Culture Wealth Partners LLC is a Los Angeles-based RIA serving retail clients with financial planning, tax and estate planning, and insurance/life insurance guidance alongside portfolio construction and asset management. Investment approach emphasizes active management and asset allocation, with portfolios heavily implemented via ETFs and individual equities, plus limited cash. Founder-led, with a small advisor team.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NJIDEKA Ifeyinwa OBIJIAKU
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #5967640
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Kaine L. Nicholas
Investment Advisor Representative
- CRD
- #4549316
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $2,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing