SHIRA RIDGE WEALTH MANAGEMENT
SHIRA RIDGE WEALTH MANAGEMENT of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 117627). Regulatory assets under management: $366.4M.
Registration
- CRD: 117627
- SEC file number: 801-112766
- Type: Registered investment adviser
- Location: 999 FIFTH AVENUE, SUITE 590, SAN RAFAEL, CA, 94901
- Phone: 415-721-0275
- Latest filing: 2026-03-13
- Regulatory AUM: $366.4M
- Discretionary AUM: $365.8M
- Non-discretionary AUM: $626K
- Clients: 6
- Accounts: 841
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Laurean Sue Nardone | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | — |
| NARDONE LAUREAN SUE | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | — |
More on this firm