| 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 |
Shared Vision Wealth Group, LLC reports $258.2 million in regulatory assets under management on its Form ADV.
Shared Vision Wealth Group, LLC reports 3 employees.
Shared Vision Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 7603491750 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $249.6M |
| Non-discretionary | $8.5M |
| Total (RAUM) | $258.2M |