Overview
Assets Under Management: $391 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Frequently Asked Questions
SHRIER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332673), SHRIER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SHRIER WEALTH MANAGEMENT, LLC is headquartered in LOS ANGELES, CA.
SHRIER WEALTH MANAGEMENT, LLC serves 109 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, SHRIER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SHRIER WEALTH MANAGEMENT, LLC manages $391 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, SHRIER WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.81
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 402
Discretionary Accounts: 402
Regulatory Filings
CRD Number: 332673
Filing ID: 2049111
Last Filing Date: 2026-02-19 17:11:10