Shifting the Culture Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shifting the Culture Wealth Partners is a fee‑only financial planning and advisory firm that provides hourly, project‑based, and ongoing comprehensive planning as well as investment management through third‑party managers. The firm serves individuals, high‑net‑worth clients, charitable organizations, and businesses and does not act as a custodian, instead placing trades under a limited power of attorney when engaged to manage accounts.
SCWP combines a primarily passive, asset‑class approach (index mutual funds and ETFs) with fundamental and technical analysis, and implements portfolios via Sub‑Advisors and the Altruist platform. Clients receive written or electronic financial plans and periodic reviews, and the firm may exercise discretionary trading authority when clients grant it through the advisory agreement and limited power of attorney.
Distinctive features include the practice’s small scale — a two‑adviser firm managing under $2 million in advisory assets — and a stated emphasis on client education through seminars and speaking engagements, which the brochure notes may be offered pro‑bono or for a fee. The brochure also discloses that a firm principal holds an insurance license but does not sell insurance through the firm, and that SCWP relies on Sub‑Advisors and Altruist’s platform for portfolio management, execution, and back‑office services.
Client services
Expertise
Fee options
Project-based financial planning fixed fees range from $1,500 to $3,500 depending on complexity
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.85% annually $1,000,000 - $1,999,999: 0.70% annually $2,000,000 - $4,999,999: 0.50% annually $5,000,000+: Negotiable
Individual consultations charged on an hourly basis, fee agreed upon in schedule A
Ongoing comprehensive financial planning involves an upfront fixed fee plus ongoing fees paid monthly or quarterly in advance
Fee-only: Ongoing comprehensive financial planning: $7,500-$10,000 upfront plus ongoing fee (negotiable); Project-Based financial planning: fixed fee $1,500-$3,500
Main office
3680 Wilshire Blvd, Suite P04 1181
Los Angeles CA 90010
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Njideka O
Series 63, Series 65
Los Angeles, CA
Shifting the Culture Wealth Partners LLC
Njideka Obijiaku is a financial advisor with Shifting the Culture Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Centric Capital Advisors, AFlac, Akokwa American Development Association, Primerica Advisors, and Pfs Investments Inc. Although currently a licensed insurance agent, she does not sell insurance products. Shifting the Culture Wealth Partners LLC is a fee-only advisory firm serving individual clients with financial planning and portfolio management services. The firm emphasizes passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis, and offers a range of engagement options including hourly consultations and ongoing planning.
Kaine N
Series 66
Los Angeles, CA
Shifting the Culture Wealth Partners LLC
Kaine Nicholas is a financial advisor with Shifting the Culture Wealth Partners LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill Lynch and Prudential, among others. Outside of advising, he teaches financial literacy to youth through the nonprofit Wall Street Wizards Academy and is involved in sales of photovoltaic technology and life insurance. Shifting the Culture Wealth Partners is a fee-only firm offering comprehensive financial planning and investment management primarily for individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive, asset-class investment approach combined with fundamental and technical analysis, implementing portfolios through third-party Sub-Advisors and the Altruist platform.
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