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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shrier Wealth Management LLC
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|---|---|
| CRD # | 332673 |
| SEC # | 801-131769 |
| CIK # | |
| AUM | $323.2 M (2025-05-23) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 310-201-0200 |
| Address | 1925 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 14.1 |
| (b) Individuals (high net worth individuals) | 107 | 309.1 |
| (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 | 364 | 323.2 |
| By Discretionary | ||
| Discretionary | 364 | 323.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 364 | 323.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.2 | |
| Total | 364 | 323.2 |
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|---|---|---|
|
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IL | 0.3 |
|
Fields Gottscho Capital Management LLC
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VA | 0.3 |
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Richard W Paul & Associates LLC
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MI | 0.3 |
|
Aurora Investment Managers LLC
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FL | 0.3 |
|
Divergent Planning LLC
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MD | 0.3 |
|
Shelton Wealth Management LLC
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|
TX | 0.3 |
|
Red Tortoise LLC
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|
GA | 0.3 |
|
ACAS LLC
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|
CA | 0.3 |
|
Dunhill Financial LLC
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|
0.3 | |
|
Blackdiamond Wealth Management LLC
✚
|
NY | 0.3 |