Shira Ridge Wealth Management
● SEC registered since 2018CRD 117627SEC# 801-112766San Rafael, CA
Reg. AUM
$366.4M
Employees
6
Accounts
841
Location
San Rafael, CA
Shira Ridge Wealth Management assets under management
Shira Ridge Wealth Management is a registered investment adviser overseen by the SEC based in San Rafael, CA. The firm has been registered since 2018. It reports $366.4 million in regulatory assets under management and employs 6 people.
Shira Ridge Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laurean Sue Nardone Control | Managing Principal / Chief Compliance Officer | Over 75% | 2000 |
Frequently asked questions
How much does Shira Ridge Wealth Management manage?
Shira Ridge Wealth Management reports $366.4 million in regulatory assets under management on its Form ADV.
How many employees does Shira Ridge Wealth Management have?
Shira Ridge Wealth Management reports 6 employees.
Where is Shira Ridge Wealth Management located?
Shira Ridge Wealth Management is based in San Rafael, CA and has been SEC-registered since 2018.
Does Shira Ridge Wealth Management disclose fund performance?
Shira Ridge Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 999 Fifth Avenue, Suite 590, San Rafael, CA 94901 |
| Phone | 415-721-0275 |
| Fax | 415-721-0274 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$366.4M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$366.4Mregulatory AUM
Discretionary $365.8MNon-discretionary $626K