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SHRIER WEALTH MANAGEMENT, LLC
CRD 332673 · SEC 801-131769
1925 CENTURY PARK EAST, SUITE 2020, LOS ANGELES, CA, 90067, United States
Phone
310-201-0200
Fax
310-201-5010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.6M
Discretionary AUM
$390.6M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $20.3M |
| High net worth individuals | 109 | $370.3M |
States served
CA, IL, MD, MA, NJ, NY, WI, TX
All web addresses on file
Official SEC filing: View on IAPD