|
⚲
|
| Keyboard |
| Shira Ridge Wealth Management
✚
|
|
|---|---|
| CRD # | 117627 |
| SEC # | 801-112766 |
| CIK # | 0001961210 |
| AUM | 366.4 M (2026-03-13) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 415-721-0275 |
| Address | 999 Fifth Avenue San Rafael, CA 94901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.5 | ||
| Alphabet Inc | 5.2 | ||
| Microsoft Corp | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| World Currency Gold Trust | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Nvidia Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 75.2 |
| (b) Individuals (high net worth individuals) | 125 | 288.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 841 | 366.4 |
| By Discretionary | ||
| Discretionary | 835 | 365.8 |
| Non-Discretionary | 6 | 0.6 |
| Total | 841 | 366.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.4 | |
| Total | 841 | 366.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961210] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ruggaard & Associates LLC
✚
|
OH | 368.6 M |
|
AFT Forsyth & Sober LLC
✚
|
FL | 368.5 M |
|
Lee Johnson Capital Management LLC
✚
|
TX | 368.2 M |
|
T Anton Investment House Inc
✚
|
WI | 366.6 M |
|
Royal Oak Financial Group
✚
|
OH | 366.0 M |
|
Prairiewood Capital LLC
✚
|
ND | 365.4 M |
|
FPC Investment Advisory Inc
✚
|
CA | 364.6 M |
|
TL Private Wealth LLC
✚
|
TX | 364.5 M |
|
Synergy Financial Group Ltd
✚
|
364.2 M | |
|
Solitude Financial Services Inc
✚
|
VA | 363.5 M |