Shira Ridge Wealth Management

Shira Ridge Wealth Management (CRD# 117627) is a financial advisory firm headquartered in Larkspur, CA. They manage $68,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $194,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Shira Ridge Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Laurean S. Nardone
CRD#: 1131151
100 Larkspur Landing Circle, Suite #203, San Anselmo, CA 94960
96
Wealthminder
score

Laurean Nardone (CRD# 1131151) is an Investment Advisor Representative working at Shira Ridge Wealth Management in San Anselmo, CA and has over 26 years of experience in the finance industry. Laurean Nardone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew L. Arnerich
CRD#: 4403989
Sacramento, CA
93
Wealthminder
score

Andrew Arnerich (CRD# 4403989) is an Investment Advisor Representative working at Shira Ridge Wealth Management in Sacramento, CA and has over 15 years of experience in the finance industry.

3
Heidi S. Morshead
CRD#: 1694450
100 Larkspur Landing Circle, #203, Larkspur, CA 94939
93
Wealthminder
score

Heidi Morshead (CRD# 1694450) is an Investment Advisor Representative working at Shira Ridge Wealth Management in Larkspur, CA and has over 23 years of experience in the finance industry.

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