PPrivate Fund Data Log in Join · $37/mo

Carolina Nmn Ortiz

Owner Of LlcShared Vision Wealth Group, LLCCRD 4571486

About Carolina Nmn Ortiz

Carolina Nmn Ortiz is listed as Owner Of Llc at Shared Vision Wealth Group, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Shared Vision Wealth Group, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Carolina Nmn Ortiz work?

Carolina Nmn Ortiz is listed as Owner Of Llc at Shared Vision Wealth Group, LLC on SEC Form ADV.

How much of Shared Vision Wealth Group, LLC does Carolina Nmn Ortiz own?

Form ADV reports a beneficial ownership band of Over 75%.

Shared Vision Wealth Group, LLC

TitleOwner Of Llc
OwnershipOver 75%
Control personYes
Since2022