Shared Vision Wealth Group, LLC
● SEC registered since 2023CRD 325000SEC# 801-128147
Reg. AUM
$335.9M
Employees
3
Accounts
622
Location
—
Shared Vision Wealth Group, LLC assets under management
Shared Vision Wealth Group, LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $335.9 million in regulatory assets under management and employs 3 people.
Shared Vision Wealth Group, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Aaron Sayre Control | Cco/Owner Of Llc | 25-50% | 2022 |
| Cruz Ortiz Capital Inc Control | Owner Of Llc | 25-50% | 2022 |
| Sayre Capital, Inc Control | Owner Of Llc | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Shared Vision Wealth Group, LLC manage?
Shared Vision Wealth Group, LLC reports $335.9 million in regulatory assets under management on its Form ADV.
How many employees does Shared Vision Wealth Group, LLC have?
Shared Vision Wealth Group, LLC reports 3 employees.
Does Shared Vision Wealth Group, LLC disclose fund performance?
Shared Vision Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 7603491750 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$335.9M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$335.9Mregulatory AUM
Discretionary $326.3MNon-discretionary $9.6M