Shira Ridge Wealth Management

Shira Ridge Wealth Management (CRD# 117627) is a financial advisory firm headquartered in Larkspur, CA. They manage $272,427,503 in 774 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 Larkspur Landing Circle, #203, Larkspur, CA 94939
https://www.facebook.com/profile.php?id=100091424291528
By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    774
    ACCOUNTS
  • Average Account Value
    $351,974
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Shira Ridge Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Heidi Morshead, financial advisor Larkspur CA
Heidi S. Morshead
CRD#: 1694450
100 Larkspur Landing Circle, #203, Larkspur, CA 94939

Heidi Morshead (CRD# 1694450) is an Investment Advisor Representative working at Shira Ridge Wealth Management in Larkspur, CA and has over 30 years of experience in the finance industry.

2
Laurean Nardone, financial advisor Larkspur CA
Laurean S. Nardone
CRD#: 1131151
100 Larkspur Landing Circle, Suite #203, Larkspur, CA 94939

Laurean Nardone (CRD# 1131151) is an Investment Advisor Representative working at Shira Ridge Wealth Management in Larkspur, CA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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