Hedge Fund Database

SHIRA RIDGE WEALTH MANAGEMENT

Adviser information for SHIRA RIDGE WEALTH MANAGEMENT last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 759 $271.2M
Non-Discretionary 15 $1.3M
Total 774 $272.4M

Clients

Type Number RAUM
Individuals 137 $44.4M
HNW Individuals 123 $226.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $1.7M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-112766
SEC ERA File Number 801-112766
SEC CIK Numbers 1961210
SEC CRD Numbers 117627
Legal Entity Identifier None

Principal Office

100 LARKSPUR LANDING CIRCLE
#203
LARKSPUR
CA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 415-721-0275, Fax: 415-721-0274

Websites

www.shiraridge.com www.linkedin.com/in/laurie-nardone-cfp%c2%ae-90102b22 www.facebook.com/profile.php?id=100091424291528

Chief Compliance Officer

LAURIE NARDONE
MANAGING PRINCIPAL
100 LARKSPUR LANDING CIRCLE, #203
LARKSPUR
CA
United States
Tel: 415-721-0275
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
NARDONE, LAUREAN, SUE Individual – MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER 06/2000 > 75%

No. Employees, Historic

105020192020202120222023202420254 on 6/7/20194 on 1/9/20204 on 3/31/20204 on 3/31/20204 on 4/16/20204 on 6/30/20204 on 3/10/20214 on 3/11/20224 on 3/18/20224 on 3/14/20234 on 9/29/20234 on 2/26/2024

RAUM, Historic

300M150M02019202020212022202320242025123243603 on 6/7/2019123243603 on 1/9/2020165244249 on 3/31/2020165244249 on 3/31/2020165244249 on 4/16/2020165244249 on 6/30/2020209825991 on 3/10/2021209825991 on 3/11/2022244289249 on 3/18/2022219293617 on 3/14/2023219293617 on 9/29/2023272427503 on 2/26/2024

No. Clients, Historic

30015002019202020212022202320242025227 on 6/7/2019227 on 1/9/2020190 on 3/31/2020190 on 3/31/2020190 on 4/16/2020190 on 6/30/2020219 on 3/10/2021219 on 3/11/2022224 on 3/18/2022242 on 3/14/2023242 on 9/29/2023262 on 2/26/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 1M 6K 0
ALPHABET INC CAP STK CL C 3M 15K 0
AMAZON COM INC COM 688K 4K 0
APPLE INC COM 6M 30K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 252K 619 0
BROADCOM INC COM 273K 170 0
CHARTER COMMUNICATIONS INC N CL A 713K 2K 0
CHEVRON CORP NEW COM 325K 2K 0
COSTCO WHSL CORP NEW COM 1M 1K 0
CROWN CASTLE INC COM 494K 5K 0
DECKERS OUTDOOR CORP COM 482K 498 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 20M 532K 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 7M 234K 0
DIMENSIONAL ETF TRUST US EQUITY ETF 718K 12K 0
DIMENSIONAL ETF TRUST US TARGETED VLU 4M 79K 0
DIMENSIONAL ETF TRUST SHORT DURATION F 2M 49K 0
DIMENSIONAL ETF TRUST INTERNATIONAL 808K 25K 0
DIMENSIONAL ETF TRUST US SUSTAINABILTY 1M 37K 0
EQUINIX INC COM 752K 994 0
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 304K 3K 0
INVENTRUST PPTYS CORP COM NEW 634K 26K 0
INVESCO QQQ TR UNIT SER 1 347K 725 0
ISHARES TR CORE S&P MCP ETF 316K 5K 0
ISHARES TR S&P 500 GRWT ETF 271K 3K 0
ISHARES TR RUS MD CP GR ETF 202K 2K 0
ISHARES TR GLOBAL TECH ETF 16M 191K 0
ISHARES TR US HLTHCARE ETF 717K 12K 0
ISHARES TR 1 3 YR TREAS BD 903K 11K 0
ISHARES TR 20 YR TR BD ETF 265K 3K 0
ISHARES TR MSCI USA ESG SLC 31M 273K 0
ISHARES TR CORE S&P TTL STK 331K 3K 0
ISHARES TR MORNINGSTAR GRWT 2M 23K 0
ISHARES TR CALIF MUN BD ETF 495K 9K 0
ISHARES TR GL CLEAN ENE ETF 206K 15K 0
ISHARES TR CORE TOTAL USD 848K 19K 0
ISHARES TR BLACKROCK ULTRA 2M 46K 0
ISHARES TR TRS FLT RT BD 709K 14K 0
ISHARES TR CORE HIGH DV ETF 2M 17K 0
ISHARES TR FLTG RATE NT ETF 4M 78K 0
ISHARES TR MSCI EAFE MIN VL 864K 12K 0
ISHARES TR ESG AW MSCI EAFE 8M 106K 0
ISHARES TR ESG AWARE MSCI 224K 6K 0
ISHARES TR US INFRASTRUC 3M 64K 0
ISHARES TR ESG AWR US AGRGT 327K 7K 0
ISHARES TR ESG SCRD S&P MID 5M 128K 0
ISHARES U S ETF TR U.S. TECH INDEPD 1M 19K 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 946K 19K 0
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 306K 5K 0
JPMORGAN CHASE & CO. COM 393K 2K 0
LEGG MASON ETF INVT CLEARBRIDGE DI 9M 189K 0
LIBERTY GLOBAL LTD COM CL C 583K 33K 0
MARSH & MCLENNAN COS INC COM 781K 4K 0
MARVELL TECHNOLOGY INC COM 245K 4K 0
META PLATFORMS INC CL A 911K 2K 0
MICROSOFT CORP COM 3M 7K 0
NVIDIA CORPORATION COM 657K 5K 0
PROSHARES TR S&P 500 DV ARIST 569K 6K 0
SCHWAB CHARLES CORP COM 809K 11K 0
SCHWAB STRATEGIC TR US BRD MKT ETF 442K 7K 0
SCHWAB STRATEGIC TR US LRG CAP ETF 209K 3K 0
SELECT SECTOR SPDR TR INDL 5M 40K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 5M 34K 0
SPDR SER TR PORTFOLIO S&P500 553K 9K 0
TRANSDIGM GROUP INC COM 1M 971 0
VAIL RESORTS INC COM 398K 2K 0
VANGUARD INDEX FDS MCAP GR IDXVIP 3M 13K 0
VANGUARD INDEX FDS VALUE ETF 582K 4K 0
VANGUARD INDEX FDS MID CAP ETF 434K 2K 0
VANGUARD INDEX FDS SMALL CP ETF 263K 1K 0
VANGUARD INDEX FDS GROWTH ETF 649K 2K 0
VANGUARD INDEX FDS TOTAL STK MKT 982K 4K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 712K 1K 0
VANGUARD MALVERN FDS STRM INFPROIDX 3M 57K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3M 14K 0
VANGUARD WORLD FD INF TECH ETF 3M 6K 0