# Schreier Financial

Schreier Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 148838
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148838

## About

SCHREIER FINANCIAL, LLC is a state-registered investment adviser in OKLAHOMA CITY, OK. The firm manages approximately $658,155 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Schreier Financial?

No named principal, CIO, or investment committee member has been publicly identified. The firm is structured as a limited liability company, but the manager or managing member is not disclosed in public records or media.

### What is the wealth origin behind Schreier Financial?

The source of wealth is not publicly documented. No family name, industry sector (e.g., real estate, technology, manufacturing), or founder background is available in open sources.

### Does Schreier Financial invest in fund commitments or direct deals?

The firm's investment approach — whether through fund-of-funds, direct co-investments, SPVs, or club deals — is not publicly described. No known GP relationships or co-investment partners have been cited.

### What investment stages or sectors does Schreier Financial target?

Target stages, sector preferences, and geographic focus are not disclosed. The firm does not publish a strategy document or sector tag set.

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Last updated: 2026-07-06T01:24:25.113Z

Canonical page: https://altss.com/profile/schreier-financial-llc

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