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SHARED VISION WEALTH GROUP

SHARED VISION WEALTH GROUP, LLC

CRD 325000 · SEC 801-128147

Visit website

AZ, United States

Phone

7603491750

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$335.9M

Discretionary AUM

$326.3M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals113$51.8M
High net worth individuals76$281.3M

States served

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

All web addresses on file

Official SEC filing: View on IAPD