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| Shrier Wealth Management LLC
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|---|---|
| CRD # | 332673 |
| SEC # | 801-131769 |
| CIK # | 0002075389 |
| AUM | 390.6 M (2026-02-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-201-0200 |
| Address | 1925 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 7.2 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Williams Companies Inc | 5.3 | ||
| Enbridge Inc | 4.6 | ||
| Procter & Gamble Co | 4.1 | ||
| iShares Comex Gold Trust | 4.1 | ||
| Bank of America Corp /DE/ | 4.1 | ||
| Apple Inc | 4.0 | ||
| Waste Management Inc | 4.0 | ||
| Coca Cola Co | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 20.3 |
| (b) Individuals (high net worth individuals) | 109 | 370.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 402 | 390.6 |
| By Discretionary | ||
| Discretionary | 402 | 390.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 402 | 390.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.6 | |
| United States Persons | 373.0 | |
| Total | 402 | 390.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002075389] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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|
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Green Ridge Wealth Planning LLC
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