Shira Ridge Wealth Management
Shira Ridge Wealth Management is an SEC-registered wealth manager in San Rafael, CA with $366.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Shira Ridge Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117627, SEC 801-112766, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $366.4M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- San Rafael, CA
- Employees
- 6
- Clients
- 281
- CRD
- 117627
- Ownership
- NARDONE, LAUREAN, SUE
How much AUM does Shira Ridge Wealth Management have?
Shira Ridge Wealth Management reported $366.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Shira Ridge Wealth Management?
Disclosed owners and executives of Shira Ridge Wealth Management include NARDONE, LAUREAN, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.