Heather Dalice Johnson
Investment adviser representative at Shadowridge Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$126.7MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Shadowridge Asset Management, LLCAug 2023 to now
- Cleanr, LLCMar 2023 to now
- Houses2homesMar 2017 to Mar 2023
- Louisiana Christian SchoolJun 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Shadowridge Asset Management, LLC
$126.7MAssets managed
614Clients
7Advisers
1 yearIn 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
- 8104707
- Firm CRD
- 162066