Updated:
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...
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 discretionary basis. It has 6 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Rafael
Corporate office
San Rafael, CA, United States
Sector focus
Frequently asked questions
What is Shira Ridge Wealth Management?
Shira Ridge Wealth Management is a bank / wealth / trust headquartered in San Rafael, United States.
When was Shira Ridge Wealth Management founded?
Shira Ridge Wealth Management was founded in 2018.
Where is Shira Ridge Wealth Management headquartered?
Shira Ridge Wealth Management is headquartered in San Rafael, United States, in the North America region.
What is Shira Ridge Wealth Management's assets under management?
Shira Ridge Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Shira Ridge Wealth Management?
Altss maintains an OSINT-verified profile of Shira Ridge Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Shira Ridge Wealth Management's website?
Shira Ridge Wealth Management's public website is www.shiraridge.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Shira Ridge Wealth Management?
Shira Ridge Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Shira Ridge Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Shira Ridge Wealth Management's Altss profile last updated?
Shira Ridge Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: