SHIRA RIDGE WEALTH MANAGEMENT
CRD #117627 SEC #801-112766 SAN RAFAEL, CA 415-721-0275
SEC Registered
Total AUM
$323.4M
Discretionary
$322.2M
Employees
6
Clients
101
Accounts
829
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| NARDONE, LAUREAN, SUE | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (6)
CA NV NY OR TX WA
Address
999 FIFTH AVENUESUITE 590
SAN RAFAEL, CA 94901
United States
Phone: 415-721-0275