SHRIER WEALTH MANAGEMENT, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 332673). Regulatory assets under management: $390.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Zachary Loren Shrier | MANAGING PRINCIPAL AND CHIEF EXECUTIVE OFFICER | — |
| Lindsay Shrier Bourkoff | PARTNER, DIRECTOR OF FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | — |
| SHRIER ZACHARY LOREN | MANAGING PRINCIPAL AND CHIEF EXECUTIVE OFFICER | — |
| BOURKOFF LINDSAY SHRIER | PARTNER, DIRECTOR OF FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (310) 201-0200 |
| — | — | 1 | (310) 201-0200 |