SHRIER WEALTH MANAGEMENT, LLC
CRD #332673 SEC #801-131769 LOS ANGELES, CA 310-201-0200
SEC Registered
Total AUM
$323.2M
Discretionary
$323.2M
Employees
5
Clients
0
Accounts
364
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHRIER, ZACHARY, LOREN | I | MANAGING PRINCIPAL AND CHIEF EXECUTIVE OFFICER | D | Control |
| SHRIER, ZACHARY, LOREN | I | MANAGING PRINCIPAL AND CHIEF EXECUTIVE OFFICER | D | Control |
| SHRIER, ZACHARY, LOREN | I | MANAGING PRINCIPAL AND CHIEF EXECUTIVE OFFICER | D | Control |
| SHRIER, ZACHARY, LOREN | I | MANAGING PRINCIPAL AND CHIEF EXECUTIVE OFFICER | D | Control |
| SHRIER, ZACHARY, LOREN | I | MANAGING PRINCIPAL AND CHIEF EXECUTIVE OFFICER | D | Control |
| BOURKOFF, LINDSAY, SHRIER | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | C | Control |
| BOURKOFF, LINDSAY, SHRIER | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | C | Control |
| BOURKOFF, LINDSAY, SHRIER | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | C | Control |
| BOURKOFF, LINDSAY, SHRIER | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | C | Control |
| BOURKOFF, LINDSAY, SHRIER | I | PARTNER, DIRECTOR OF FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
May 23, 2025 REGISTERED
Notice Filings (8)
CA IL MA MD NJ NY TX WI
Address
1925 CENTURY PARK EASTSUITE 2020
LOS ANGELES, CA 90067
United States
Phone: 310-201-0200