# Shira Ridge Wealth Management

Shira Ridge Wealth Management is a Bank / Wealth / Trust based in San Rafael, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** San Rafael, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.shiraridge.com
- **LinkedIn:** https://www.linkedin.com/company/shira-ridge-wealth-management

## Regulatory record

- **CRD number:** 117627
- **SEC file number:** 801-112766
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117627

## About

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.

## Sectors

- Wealth Management

## Related profiles

- [Shiraishi Financial Group](https://altss.com/profile/shiraishi-financial-group-advisors)
- [Shirat Enterprises](https://altss.com/profile/shirat-enterprises)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/shira-ridge-wealth-management

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