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SHIFTING THE CULTURE WEALTH PARTNERS LLC
CRD 309408
3680 WILSHIRE BLVD, SUITE P04-1181, LOS ANGELES, CA, 90010, United States
Phone
323-405-3855
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 18 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $2.0M |
Official SEC filing: View on IAPD