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SHIRA RIDGE WEALTH MANAGEMENT

Advisory

N·SAN RAFAEL, CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$366M

1-Year AUM Growth

+24.2%

3-Year CAGR

+7.6%

Employees

2

Assets Under Management

Total AUM$366M

Discretionary AUM$366M

Non-Discretionary AUM$626K

Discretionary %99.8%

Total Clients278

Team

Total Employees2

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record16

First FilingMar 5, 2018

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SHIRA RIDGE WEALTH MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.