Data / Investment advisers / California / Shrier Wealth Management, LLC
Shrier Wealth Management, LLC, Los Angeles, CA: $391 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Shrier Wealth Management, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $391 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 332673
- SEC file number
- 801-131769
- SEC status
- Approved, effective January 6, 2025
- Main office
- 1925 Century Park East Suite 2020, Los Angeles, CA 90067
- Phone
- (310) 201-0200
- Website
- shrierwealth.com
- Regulatory AUM
- $390,598,453 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $390,598,453
- Accounts
- 402
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 109 | $370.3 million |
| Individuals (other than high net worth individuals) | 49 | $20.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $390.6 million | February 19, 2026 |
| December 1, 2025 | $323.2 million | May 23, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Confidence Wealth Management, Inc. | Los Angeles | $454.1 million | Not listed | adviserinfo.sec.gov |
| Kinetic Investment Management, Inc. | Los Angeles | $450.9 million | Not listed | adviserinfo.sec.gov |
| AG Asset Advisory, LLC | Los Angeles | $440.5 million | Not listed | adviserinfo.sec.gov |
| TCW Asset Backed Finance Management Company LLC | Los Angeles | $425 million | Not listed | adviserinfo.sec.gov |
| O'Neil Global Advisors, Inc. | Los Angeles | $401.9 million | 2 | adviserinfo.sec.gov |
| Harold Davidson & Associates, Inc | Los Angeles | $390.5 million | Not listed | adviserinfo.sec.gov |
| Griffin Global Asset Management | Los Angeles | $363.5 million | 2 | adviserinfo.sec.gov |
| Sepulveda Management LLC | Los Angeles | $355.1 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Shrier Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.