Shira Ridge Wealth Management

RIASEC RegisteredEst. 2018
Total AUM
$366M
Discretionary
$366M
100% of AUM
Avg account
$436K
Accounts
841
Employees
6
Advisory reps
4

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

FINTRX

Overview

Shira Ridge Wealth Management is an independent registered investment adviser formed in 2018 and owned by an individual proprietor. The firm serves both individuals and families as well as institutional clients, providing fee-based financial planning and discretionary portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. Shira Ridge does not market itself as an ESG-focused investor and is not multi-state registered as an adviser. The firm was named to FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 14%, Cash & Cash Equivalents 9%, US Government Bonds 8%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents9%
  • US Government Bonds8%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Laurean Nardone

    Laurean Nardone

    President, CEOCRD 1131151

Contacts

3 of 3
  • Heidi Morshead

    Heidi Morshead

    Wealth Management AdvisorCRD 1694450

  • Tuvshinjargal Odeh

    Tuvshinjargal Odeh

    Investment Trader AssociateCRD 7670116

  • Austen Auger

    Austen Auger

    Wealth Management AssociateCRD 5963366

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$301M in ETFs

Passive

57%

$170M

Active

42%

$130M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA)BlackRockPassiveLarge Blend$44.5M288,09614.79%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Capital Trust Advisors

RIA

San Rafael, CA

AUM $403MTEAM 4REPS 4

O'Donnell Financial Services, LLC

RIA

San Rafael, CA

AUM $427MTEAM 12REPS 7

Spectrum Financial Management

RIA

San Rafael, CA

AUM $278MTEAM 4REPS 2

Madrone Investment Advisory, LLC

RIA

San Rafael, CA

AUM $254MTEAM 1REPS 1

Hutchinson & Ziegler Financial Advisors, Inc.

RIA

San Rafael, CA

AUM $235MTEAM 2REPS 2

Stewart Wealth Management, Inc.

RIA

San Rafael, CA

AUM $582MTEAM 4REPS 3
More RIAs in San Rafael →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth