Shrier Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shrier Wealth Management advises individuals (including high‑net‑worth clients), trusts, nonprofit organizations, pension and profit‑sharing plans, and corporate clients, offering asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm also provides donor‑advised fund asset management and administration via a third‑party DAF platform and charitable vehicle, in addition to handling individual stocks, bonds, ETFs, mutual funds and alternative investments for clients.
The firm tailors strategies to client objectives and risk tolerance, implementing discretionary portfolios that are regularly monitored and rebalanced and supplemented by written financial plans or consultations when requested. Its investment process draws on multiple methods — fundamental, technical, quantitative and sector analysis — and uses a range of instruments and strategies (including options, margin, REITs, bond funds and, where suitable, cryptocurrency products), with at least annual reviews of managed accounts.
Compared with many peers, the firm’s practice includes active management of donor‑advised fund assets through the DAFgiving360/DACG arrangement and a broader set of advisory services such as corporate structure analysis, cost segregation studies and real estate analysis, which extend beyond typical retail wealth management offerings. The brochure also notes the firm’s transition to formal SEC registration in 2025 after operating under a DBA for many years and that it manages roughly $390 million in discretionary client assets, characteristics that help distinguish its service mix and operational profile.
Client services
Expertise
Fee options
Up to $50,000 for financial planning and consulting; up to $50,000 for retirement plan consulting
Up to $1,000 per hour
Fee-only: Hourly fees up to $1,000/hour; Flat fees up to $50,000
Main office
1925 Century Park East, Suite 2020
Los Angeles CA 90067
Advisors at this office
3
Most active in
California · Illinois · Maryland · Massachusetts · New Jersey · New York · Texas · Wisconsin
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.
Advisors at this firm
H. Steven S
Series 63, Series 65
Los Angeles, CA
Shrier Wealth Management, LLC
H. Steven Shrier is a financial advisor at Shrier Wealth Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He worked at Linsco/Private Ledger Corp. for 27 years before joining his current firm in 2025. He serves in a fiduciary capacity for 401(k) profit-sharing plans through Shrier Wealth Management. Shrier Wealth Management advises individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside services such as corporate structure analysis and real estate analysis.
Zachary S
Series 66
Los Angeles, CA
Shrier Wealth Management, LLC
Zachary Shrier is a financial advisor with Shrier Wealth Management, LLC in Los Angeles, holding a Series 66 designation and 22 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm in 2025. Outside of advisory services, he is a licensed insurance agent. Shrier Wealth Management serves individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and actively manages donor-advised fund assets alongside a broader range of advisory services beyond typical wealth management.
Lindsay B
CFP®, Series 66
Los Angeles, CA
Shrier Wealth Management, LLC
Lindsay Bourkoff is a Certified Financial Planner® with 20 years of industry experience. She is currently with Shrier Wealth Management, LLC, having joined the firm in 2025 after 19 years at Linsco/Private Ledger Corp. Shrier Wealth Management serves a diverse client base including individuals, trusts, nonprofits, and corporate clients, providing asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside a broader range of advisory services beyond typical retail wealth management.
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