Shira Ridge Wealth Management

CRD 117627 · San Rafael, CA · $366.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 117627
SEC number: 801-112766
Firm type: RIA
Assets under management: $366.4M as of Mar 13, 2026
Website: www.shiraridge.com ↗
Phone: 415-721-0275
Address: 999 Fifth Avenue, San Rafael, CA, 94901

Advisors at this firm

4 in our index · page 1 of 1

Austen AugerCRD 5963366 · Vacouver, WA

IA Registered
Heidi S MorsheadCRD 1694450 · San Rafael, CA

IA Registered
Laurean Sue NardoneCRD 1131151 · Larkspur, CA

IA Registered
Tuvshinjargal T OdehCRD 7670116 · San Rafael, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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