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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shira Ridge Wealth Management
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|---|---|
| CRD # | 117627 |
| SEC # | 801-112766 |
| CIK # | 0001961210 |
| AUM | $323.4 M (2025-03-21) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 415-721-0275 |
| Address | 999 Fifth Avenue San Rafael, CA 94901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.1 | ||
| Microsoft Corp | 3.2 | ||
| Alphabet Inc | 2.8 | ||
| World Currency Gold Trust | 2.7 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Facebook Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 63.8 |
| (b) Individuals (high net worth individuals) | 125 | 257.4 |
| (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 | 3 | 1.8 |
| (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 | 2 | 0.4 |
| Total | 829 | 323.4 |
| By Discretionary | ||
| Discretionary | 814 | 322.2 |
| Non-Discretionary | 15 | 1.3 |
| Total | 829 | 323.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.4 | |
| Total | 829 | 323.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001961210] |
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|---|---|---|
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Houlihan Financial Resource Group Ltd
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VA | 0.3 |
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Perennial Advisors Group LLC
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MA | 0.3 |
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Leeward Financial Partners LLC
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0.3 | |
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Prudent Man Investment Management Inc
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CO | 0.3 |
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Kennicott Capital Management LLC
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0.3 | |
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All Terrain Financial Advisors LLC
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MN | 0.3 |
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S & P Financial Inc
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OR | 0.3 |
|
AFT Forsyth & Sober LLC
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FL | 0.3 |
|
Mindset Wealth Management LLC
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IN | 0.3 |
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SFM LLC
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NH | 0.3 |