Overview
Assets Under Management: $323 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Frequently Asked Questions
SHIRA RIDGE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117627), SHIRA RIDGE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SHIRA RIDGE WEALTH MANAGEMENT is headquartered in SAN RAFAEL, CA.
SHIRA RIDGE WEALTH MANAGEMENT serves 125 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, SHIRA RIDGE WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
SHIRA RIDGE WEALTH MANAGEMENT manages $323 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, SHIRA RIDGE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 829
Discretionary Accounts: 814
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 117627
Last Filing Date: 2025-03-03 00:00:00
Website: https://shiraridge.com