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Partner, Director of Financial Planning, and Chief Compliance Officer · Shrier Wealth Management, LLC

Lindsay S. Bourkoff

CRD 4711297 · Named on Form ADV at one SEC-registered adviser

At a glance

Shrier Wealth Management, LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $391 million in regulatory assets, lists Lindsay S. Bourkoff on its Form ADV as Partner, Director of Financial Planning, and Chief Compliance Officer, a control person.

Firms and roles

  • Shrier Wealth Management, LLCPartner, Director of Financial Planning, and Chief Compliance OfficerWealth manager · LOS Angeles, CA · $391M in regulatory assets

AtlasMembers

Lindsay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Zachary L. ShrierManaging Principal and Chief Executive Officer, Shrier Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lindsay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.