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SHIRA RIDGE WEALTH MANAGEMENT

100 Larkspur Landing Circle
#203
Larkspur, California 94939
Tel: 415-721-0275

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About SHIRA RIDGE WEALTH MANAGEMENT

SHIRA RIDGE WEALTH MANAGEMENT, formally registered with the SEC as SHIRA RIDGE WEALTH MANAGEMENT. The firm was established in 04/04/2018. They have over 2 offices throughout the country.

SHIRA RIDGE WEALTH MANAGEMENT is a Larkspur, California based Financial Planning firm with nearly $219,293,617 assets under management, offering retirement planning & investment advisory services to 719 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#117627
SEC#801-112766
Assets Managed by Firm$219,293,617
No. of Clients719
No. of Advisors4

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total719$219,293,617
Individuals (other than high net worth individuals)124$182,138,849
High net worth individuals117$37,012,538
Pension and profit sharing plans1$142,230

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