Shared Vision Wealth Group
Firm details
- Headquarters
- ,
- CRD number
- 325000
- Registered since
- September 25, 2023
- Website
- sharedvisionwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.76%
- Individuals15.44%
- Other0.8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Shared Vision Wealth Group is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and describes itself as a capital allocator serving individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities19%
- Cash & Cash Equivalents11%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Bryan Theall
Wealth ManagerCRD 5164732
Bradley Sayre
Wealth ManagerCRD 5278579
Carolina Ortiz
Co-Founder, Wealth ManagerCRD 4571486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$250M in ETFs
78%
$195M
13%
$54.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $32.5M | 43,407 | 13.02% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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