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Shira Ridge Wealth Management

● SEC registered since 2018CRD 117627SEC# 801-112766San Rafael, CA
Export (members)
Reg. AUM
$323.4M
Employees
6
Accounts
829
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 $323.4 million in regulatory assets under management and employs 6 people.
www.shiraridge.comView on SEC.gov ↗

Shira Ridge Wealth Management owners & executives

1 reported
NameTitleOwnershipSince
Laurean Sue Nardone ControlManaging Principal / Chief Compliance OfficerOver 75%2000

Frequently asked questions

How much does Shira Ridge Wealth Management manage?

Shira Ridge Wealth Management reports $323.4 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

Address999 Fifth Avenue, Suite 590, San Rafael, CA 94901
Phone415-721-0275
Fax415-721-0274
Office hours9:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$322.2M
Non-discretionary$1.3M
Total (RAUM)$323.4M