Heidi S Morshead
Investment adviser representative at Shira Ridge Wealth Management
15 yearsExperience
1 stateRegistered in
$366.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Shira Ridge Wealth ManagementJun 2012 to now
- Heidi MorsheadSep 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (CA).
Shira Ridge Wealth Management
$366.4MAssets managed
281Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1694450
- Firm CRD
- 117627