Shrier Wealth Management LLC

Shrier Wealth Management LLC is a family-owned financial advisory firm based in Los Angeles, CA, with a focus on improving clients' financial positions over time. Backed by LPL Financial, the largest independent broker-dealer in the United States, Shrier Wealth Management offers objective advice and world-class investing solutions without the use of proprietary products.

With a commitment to integrity and long-lasting client relationships, Shrier Wealth Management aligns itself with clients and invests side by side with them. The firm prioritizes the security of client assets, working with LPL Financial to provide technical and back-office support, custody of assets, and production of client statements. Client assets are protected by SIPC coverage and additional insurance coverage through London Insurers.

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