Shira Ridge Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 13, 2026, reports $366M in regulatory assets under management, 6 employees, 1 office, and 841 accounts.
Assets Under Management
$366M
Employees
6
Offices
1 office
Total Clients
281
Primary office
SAN RAFAEL, CA
999 FIFTH AVENUE, SUITE 590, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
152
2
HNWI
44.5%
125
3
Pension Plans
1.4%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$366Mas of March 13, 2026
Discretionary99.8%
$366M
100% of total RAUM99.8%
Non-discretionary0.2%
$626K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$366M
Total Accounts841
10Y AUM Change+$244M (+199.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee47:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.