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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2000
- Office Locations
- 3
Office Locations
About Shira Ridge Wealth Management
Shira Ridge Wealth Management is a fiduciary, CFP-led RIA providing comprehensive financial planning and portfolio management for households with $1M+ to invest. The firm emphasizes ongoing tax planning, estate/legacy coordination, and retirement income planning, updating a “living” plan annually. Portfolios primarily use low-cost index funds and ETFs with active asset allocation, with socially responsible options available.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAUREAN SUE NARDONE
Chief Compliance Officer, Chief Executive Officer, MANAGING PRINCIPAL, President
- CRD
- #1131151
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AUSTEN AUGER
--
- CRD
- #5963366
HEIDI S MORSHEAD
Financial Advisor, General Partner
- CRD
- #1694450
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,778,619 | $438,058 |
| Non-Discretionary | $625,791 | $104,299 |
| Total | $366,404,410 | $435,677 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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