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SHIRA RIDGE WEALTH MANAGEMENT

SAN RAFAEL, CA · CRD 117627 · IAPD ↗ · shiraridge.com · 415-721-0275

$366.4MRegulatory AUM
2Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — SHIRA RIDGE WEALTH MANAGEMENT notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
November 2024 — SHIRA RIDGE WEALTH MANAGEMENT notice-filed in NV, OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
August 2024 — SHIRA RIDGE WEALTH MANAGEMENT moved its main office from LARKSPUR, CA to SAN RAFAEL, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.