SHIRA RIDGE WEALTH MANAGEMENT
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 117627
- Registered since
- April 4, 2018
- Website
- shiraridge.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.84%
- Individuals20.52%
- Pension & Profit Sharing Plans0.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shira Ridge Wealth Management is an independent registered investment adviser incorporated in 2018 and owned by an individual. The firm serves both individual and institutional clients, charging advisory fees as a percentage of assets under management. Its primary advisory activities are financial planning and portfolio management for individuals and small businesses. The firm earned a mention on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities14%
- Cash & Cash Equivalents9%
- US Government Bonds8%
- State & Local Bonds2%
Owners & executives
1 of 1LAUREAN NARDONE
President, CEOCRD 1131151
Contacts
3 of 3HEIDI MORSHEAD
Wealth Management AdvisorCRD 1694450
Tuvshinjargal Odeh
Investment Trader AssociateCRD 7670116
AUSTEN AUGER
Wealth Management AssociateCRD 5963366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$263M in ETFs
58%
$153M
40%
$109M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA) | BlackRock | Passive | Large Blend | $38.4M | 290,974 | 14.63% |
Location
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 999 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
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