SHIFTING THE CULTURE WEALTH PARTNERS LLC

SHIFTING THE CULTURE WEALTH PARTNERS LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 309408). Regulatory assets under management: $2.0M.

Registration

• CRD: 309408
• Type: Registered investment adviser
• Location: 3680 WILSHIRE BLVD, LOS ANGELES, CA, 90010
• Phone: 323-405-3855
• Latest filing: 2026-06-18
• Regulatory AUM: $2.0M
• Non-discretionary AUM: $2.0M
• Clients: 2
• Accounts: 18

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search