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SHIRA RIDGE WEALTH MANAGEMENT
CRD 117627File 801-112766
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$366.4M
Below cohort median (national)
Discretionary AUM
$365.8M
Non-discretionary $626K
Clients
281
841 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 4, 2018
- Principal office
- 999 FIFTH AVENUE, SUITE 590, SAN RAFAEL, CA, 94901
- Phone
- 415-721-0275
- Website
- HTTP://WWW.SHIRARIDGE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $366.4M
- Discretionary AUM
- $365.8M
- Non-discretionary AUM
- $626K
- Discretionary accounts
- 835
- Non-discretionary accounts
- 6
- Total accounts
- 841
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $288.9M |
| Pension and profit sharing plans | Fewer than 5 | $2.4M |
| Individuals (other than high net worth individuals) | 152 | $75.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.