Shifting the Culture Wealth Partners LLC

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Client assets under management

$1,900,000

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$118,750

About

Shifting the Culture Wealth Partners LLC is a fee‑only, state‑registered advisory firm that serves individual clients through a range of financial planning and portfolio management services. The firm offers hourly consultations, project‑based work, and ongoing comprehensive planning, and provides investment management via third‑party managers and the Altruist platform, reporting $1.9 million in discretionary assets under management as of December 31, 2024.

The firm typically builds client‑specific investment policy statements and favors passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis in its research. Recommendations are implemented through discretionary authority or outside sub‑advisors (with trades placed under a limited power of attorney), accounts are reviewed on a quarterly basis, and engagements can be structured as percentage‑of‑AUM, fixed project fees, or hourly arrangements.

Notable distinctions include a regular program of educational seminars and speaking engagements — sometimes offered pro‑bono — that supplement its individual planning work. As a small, two‑advisor practice, the firm combines a broad planning menu (business planning, employee‑benefits optimization, retirement and estate planning) with reliance on the Altruist adviser platform and discloses potential conflicts tied to platform benefits; the firm also notes its principal holds an insurance license but will not sell insurance products to clients.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

Occupation focus

Founder/Business Owner

Fee options

Fixed

Project-Based Financial Planning: fixed fee $1,500-$3,500

Percentage

$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.85% annually $1,000,000 - $1,999,999: 0.70% annually $2,000,000 - $4,999,999: 0.50% annually $5,000,000+: Negotiable

Project-based

Individual Consultations: hourly fees agreed upon in Schedule A of agreement

Subscriptions

Ongoing Comprehensive Financial Planning: ongoing fee paid monthly or quarterly

Other

Fee-only: Ongoing Comprehensive Financial Planning: upfront $7,500-$10,000 plus ongoing fee paid monthly or quarterly; Project-Based Financial Planning: fixed fee $1,500-$3,500; Educational Seminars: free to $5,000 per seminar or free to $250 per participant

Main office location

Shifting the Culture Wealth Partners LLC

3680 Wilshire Blvd, Suite P04 1181

Los Angeles CA 90010, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

323-405-3855

Advisors at this firm

Njideka O

Series 63, Series 65

Los Angeles, CA

Shifting the Culture Wealth Partners LLC

Njideka Obijiaku is a financial advisor with Shifting the Culture Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Centric Capital Advisors, AFlac, Akokwa American Development Association, Primerica Advisors, and Pfs Investments Inc. Although currently a licensed insurance agent, she does not sell insurance products. Shifting the Culture Wealth Partners LLC is a fee-only advisory firm serving individual clients with financial planning and portfolio management services. The firm emphasizes passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis, and offers a range of engagement options including hourly consultations and ongoing planning.

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Kaine N

Series 66

Los Angeles, CA

Shifting the Culture Wealth Partners LLC

Kaine Nicholas is a financial advisor at Shifting the Culture Wealth Partners LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Prudential Insurance Company of America. Outside of advising, he teaches financial literacy to youth through the Wall Street Wizards Academy and is involved in sales of photovoltaic technology and life insurance. Shifting the Culture Wealth Partners LLC is a fee-only advisory firm serving individual clients with financial planning and portfolio management services. The firm emphasizes passive investment strategies using index funds and ETFs, offers a broad range of planning services, and conducts regular educational seminars and speaking engagements.

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

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