Shared Vision Wealth Group
Shared Vision Wealth Group is an SEC-registered wealth manager with $335.9M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Shared Vision Wealth Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325000, SEC 801-128147, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $335.9M (2026-03-03)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 192
- CRD
- 325000
- Ownership
- THEALL, BRYAN, PATRICK; ORTIZ, CAROLINA; SAYRE, BRADLEY, AARON; CRUZ ORTIZ CAPITAL INC; ORTIZ, CAROLINA, NMN
How much AUM does Shared Vision Wealth Group have?
Shared Vision Wealth Group reported $335.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Shared Vision Wealth Group?
Disclosed owners and executives of Shared Vision Wealth Group include THEALL, BRYAN, PATRICK, ORTIZ, CAROLINA, SAYRE, BRADLEY, AARON, CRUZ ORTIZ CAPITAL INC, ORTIZ, CAROLINA, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.