SHIRA RIDGE WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$366,404,410
Discretionary
$365,778,619
Non-discretionary
$625,791
Firm details
- CRD number
- 117627
- SEC file number
- 801-112766
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.SHIRARIDGE.COM
- Fee structure
-
Percentage of AUM
As of October 2026.