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TO

Tuvshinjargal T. Odeh

SHIRA RIDGE WEALTH MANAGEMENT
SAN RAFAEL, CA 94901
Some features on this profile are disabled
CRD#: 7670116
TO
Tuvshinjargal T OdehSHIRA RIDGE WEALTH MANAGEMENT

Professional summary

Tuvshinjargal T Odeh, who also goes by Tuvshin Odeh, is a registered financial advisor currently at SHIRA RIDGE WEALTH MANAGEMENT located in San Rafael, California.

Tuvshinjargal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tuvshinjargal has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Tuvshin Odeh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tuvshinjargal T Odeh's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 6, 2024 - Present

SHIRA RIDGE WEALTH MANAGEMENT

Office #1: 999 Fifth Avenue Suite 590, San Rafael, CA 94901
RIA
CRD#: 117627
SAN RAFAEL, CA
Past

April 27, 2023 - December 4, 2023

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
PLYMOUTH, MN
Past

April 25, 2023 - December 4, 2023

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
WALNUT CREEK, CA
Past

March 13, 2023 - December 12, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
WALNUT CREEK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SR
SHIRA RIDGE WEALTH MANAGEMENT
PRIVATE WEALTH MANAGEMENT ADVISORY GROUP, INC. | THE SHIRA GROUP, INC. | SHIRA RIDGE WEALTH MANAGEMENT | PWMA GROUP

CRD#: 117627 / SEC#: 801-112766

RIA
Registered Investment Advisory firm - (4/4/2018 Approved)
California
Registered Investment Advisory firm - (7/30/2020 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/6/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/22/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/11/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/7/2023
Securities Industry Essentials Examination

Current Firm

SR
SHIRA RIDGE WEALTH MANAGEMENT
PRIVATE WEALTH MANAGEMENT ADVISORY GROUP, INC. | THE SHIRA GROUP, INC. | SHIRA RIDGE WEALTH MANAGEMENT | PWMA GROUP

CRD#: 117627 / SEC#: 801-112766

RIA
Registered Investment Advisory firm - (4/4/2018 Approved)
California
Registered Investment Advisory firm - (7/30/2020 Terminated)
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Contact information

Main Address
999 Fifth Avenue Suite 590, San Rafael, CA 94901
Mailing Address
Phone number
(415) 721-0275
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SHIRA RIDGE ADV 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts829
AUM (Assets Under Management)$ 323,442,194

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SHIRA RIDGE WEALTH MANAGEMENT

CRD#: 117627San Rafael, CA 94901

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