SHIRA RIDGE WEALTH MANAGEMENT
CRD #117627 SEC #801-112766 SAN RAFAEL, CA 415-721-0275
SEC Registered
Total AUM
$323.4M
Discretionary
$322.2M
Employees
6
Clients
101
Accounts
829
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $323.4M | $322.2M | $1.3M | 6 | 0 |
| Mar 2025 | $323.4M | $322.2M | $1.3M | 6 | 0 |
| Mar 2025 | $323.4M | $322.2M | $1.3M | 6 | 0 |
| Mar 2025 | $323.4M | $322.2M | $1.3M | 6 | 0 |
| Mar 2025 | $323.4M | $322.2M | $1.3M | 6 | 0 |
| Oct 2024 | $272.4M | $271.2M | $1.3M | 4 | 0 |
| Jul 2024 | $272.4M | $271.2M | $1.3M | 4 | 0 |
| Feb 2024 | $272.4M | $271.2M | $1.3M | 4 | 0 |
| Sep 2023 | $219.3M | $218M | $1.3M | 4 | 0 |
| Mar 2023 | $219.3M | $218M | $1.3M | 4 | 0 |
| Mar 2022 | $244.3M | $242.6M | $1.7M | 4 | 0 |
| Mar 2022 | $209.8M | $209.8M | $0 | 4 | 0 |
| Mar 2021 | $209.8M | $209.8M | $0 | 4 | 0 |
| Jun 2020 | $165.2M | $165.2M | $0 | 4 | 0 |
| Apr 2020 | $165.2M | $165.2M | $0 | 4 | 0 |
| Mar 2020 | $165.2M | $165.2M | $0 | 4 | 0 |
| Jan 2020 | $123.2M | $118M | $5.2M | 4 | 0 |
| Jun 2019 | $123.2M | $118M | $5.2M | 4 | 0 |
| Mar 2019 | $123.2M | $118M | $5.2M | 4 | 0 |
| Mar 2018 | $122.3M | $117.3M | $5M | 4 | 0 |
| Mar 2018 | $122.3M | $117.3M | $5M | 4 | 0 |
DateOct 2025
Total AUM$323.4M
Discretionary$322.2M
Non-Disc.$1.3M
Employees6
Clients0
DateMar 2025
Total AUM$323.4M
Discretionary$322.2M
Non-Disc.$1.3M
Employees6
Clients0
DateMar 2025
Total AUM$323.4M
Discretionary$322.2M
Non-Disc.$1.3M
Employees6
Clients0
DateMar 2025
Total AUM$323.4M
Discretionary$322.2M
Non-Disc.$1.3M
Employees6
Clients0
DateMar 2025
Total AUM$323.4M
Discretionary$322.2M
Non-Disc.$1.3M
Employees6
Clients0
DateOct 2024
Total AUM$272.4M
Discretionary$271.2M
Non-Disc.$1.3M
Employees4
Clients0
DateJul 2024
Total AUM$272.4M
Discretionary$271.2M
Non-Disc.$1.3M
Employees4
Clients0
DateFeb 2024
Total AUM$272.4M
Discretionary$271.2M
Non-Disc.$1.3M
Employees4
Clients0
DateSep 2023
Total AUM$219.3M
Discretionary$218M
Non-Disc.$1.3M
Employees4
Clients0
DateMar 2023
Total AUM$219.3M
Discretionary$218M
Non-Disc.$1.3M
Employees4
Clients0
DateMar 2022
Total AUM$244.3M
Discretionary$242.6M
Non-Disc.$1.7M
Employees4
Clients0
DateMar 2022
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$123.2M
Discretionary$118M
Non-Disc.$5.2M
Employees4
Clients0
DateJun 2019
Total AUM$123.2M
Discretionary$118M
Non-Disc.$5.2M
Employees4
Clients0
DateMar 2019
Total AUM$123.2M
Discretionary$118M
Non-Disc.$5.2M
Employees4
Clients0
DateMar 2018
Total AUM$122.3M
Discretionary$117.3M
Non-Disc.$5M
Employees4
Clients0
DateMar 2018
Total AUM$122.3M
Discretionary$117.3M
Non-Disc.$5M
Employees4
Clients0