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Cruz Ortiz Capital Inc

Owner Of LlcShared Vision Wealth Group, LLC

About Cruz Ortiz Capital Inc

Cruz Ortiz Capital Inc is listed as Owner Of Llc at Shared Vision Wealth Group, LLC. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Shared Vision Wealth Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Cruz Ortiz Capital Inc work?

Cruz Ortiz Capital Inc 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 Cruz Ortiz Capital Inc own?

Form ADV reports a beneficial ownership band of 25-50%.

Shared Vision Wealth Group, LLC

TitleOwner Of Llc
Ownership25-50%
Control personYes
Since2022