Zachary Loren Shrier
Investment adviser representative at Shrier Wealth Management, LLC
23 yearsExperience
2 statesRegistered in
$390.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Shrier Wealth Management, LLCJan 2025 to now
- LPL FinancialAug 2003 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Shrier Wealth Management, LLC
$390.6MAssets managed
158Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4697066
- Firm CRD
- 332673