# Shrier Wealth Management

Shrier Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 332673
- **SEC file number:** 801-131769
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332673

## About

SHRIER WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in LOS ANGELES, CA, registered since 2025. The firm manages approximately $391 million in regulatory assets. It has 5 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## People

- Joshua Shrier — Founder

## Questions

### Is Shrier Wealth Management a fiduciary?

As a registered investment advisor (RIA) in the United States, Shrier Wealth Management is legally bound by the fiduciary standard under the Investment Advisers Act of 1940. This means the firm must act in its clients' best interests, disclose conflicts of interest, and provide advice that places client welfare above the firm's own compensation. However, because the firm's public disclosures are minimal, the specific fee model — fee-only versus fee-based — cannot be confirmed without direct client engagement.

### How can I verify the firm's regulatory standing?

Every RIA registered with the SEC or a state securities regulator files an ADV form that discloses AUM, fee schedules, disciplinary history, and ownership. Shrier Wealth Management's Form ADV — Part 1 and Part 2 Brochure — is a public record accessible through the SEC's Investment Adviser Public Disclosure (IAPD) website. Because the firm's website and external communications are not publicly indexed, the IAPD filing is the authoritative source for compliance and operational details.

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Last updated: 2026-06-03T20:00:00.000Z

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