Shared Vision Wealth Group

Shared Vision Wealth Group (CRD# 325000) is a financial advisory firm headquartered in , . They manage $215,415,459 in 493 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
https://www.linkedin.com/company/shared-vision-wealth-group/about/
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $436,948
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, HI, NC, TX, VA, WA

Financial Advisors at Shared Vision Wealth Group
Showing 1 - 3 of 3 top financial advisors.
1
Carolina Ortiz, financial advisor Carlsbad CA
Carolina N. Ortiz
CRD#: 4571486
Carlsbad, CA

Carolina Ortiz (CRD# 4571486) is an Investment Advisor Representative working at Shared Vision Wealth Group in Carlsbad, CA and has over 21 years of experience in the finance industry.

2
Bradley Sayre, financial advisor Carlsbad CA
Bradley A. Sayre
CRD#: 5278579
Carlsbad, CA

Bradley Sayre (CRD# 5278579) is an Investment Advisor Representative working at Shared Vision Wealth Group in Carlsbad, CA and has over 17 years of experience in the finance industry.

3
Bryan Theall, financial advisor Carlsbad CA
Bryan P. Theall
CRD#: 5164732
Carlsbad, CA

Bryan Theall (CRD# 5164732) is an Investment Advisor Representative working at Shared Vision Wealth Group in Carlsbad, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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