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Shira Ridge Wealth Management
Shira Ridge Wealth Management is an SEC-registered investment adviser in San Rafael, CA, registered since 2018. The firm manages $366 million in assets on a...
Overview
Shira Ridge Wealth Management is an SEC-registered investment adviser in San Rafael, CA, registered since 2018. The firm manages $366 million in assets on a discretionary basis. It has 6 employees and 2 investment advisers. SHIRA RIDGE WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-06, it reported 6 employees; 841 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
San Rafael
Corporate office
San Rafael, CA, United States
Sector focus
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