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SHIRA RIDGE WEALTH MANAGEMENT
CRD 117627 · SEC 801-112766
999 FIFTH AVENUE, SUITE 590, SAN RAFAEL, CA, 94901, United States
Phone
415-721-0275
Fax
415-721-0274
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$366.4M
Discretionary AUM
$365.8M
Team
6 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $75.2M |
| High net worth individuals | 125 | $288.9M |
| Pension/profit sharing plans | 4 | $2.4M |
States served
CA, NV, NY, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD