S
$390.6M Total AUM
$390.6M Disc. AUM
-- 3Y CAGR
5 Employees
158 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2025
- Office Locations
- 2
Office Locations
1925 Century Park East Suite 2020 LOS Angeles CA
-- Modiin-Maccabim-Reut --
About Shrier Wealth Management, LLC
Shrier Wealth Management, LLC is a LOS Angeles-based RIA with 2 offices. The firm has been operating for 1 years. Managing $390.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
42 AVG AGE
$130.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
1.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Z
ZACHARY LOREN SHRIER
Chief Executive Officer, MANAGING PRINCIPAL, Vice President
- CRD
- #4697066
- Ownership
- 50% but less than 75%
Available
Available
Available
LINDSAY SHRIER BOURKOFF
Chief Compliance Officer, Director, DIRECTOR OF FINANCIAL PLANNING, PARTNER
- CRD
- #4711297
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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H
H. STEVEN SHRIER
--
- CRD
- #1032917
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,598,453 | $971,638 |
| Non-Discretionary | $0 | -- |
| Total | $390,598,453 | $971,638 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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