Overview
Assets Under Management: $215 million
High-Net-Worth Clients: 67
Average Client Assets: $3 million
Frequently Asked Questions
SHARED VISION WEALTH GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325000), SHARED VISION WEALTH GROUP, LLC is subject to fiduciary duty under federal law.
SHARED VISION WEALTH GROUP, LLC serves 67 high-net-worth clients according to their SEC filing dated October 28, 2024. View client details ↓
According to their SEC Form ADV, SHARED VISION WEALTH GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SHARED VISION WEALTH GROUP, LLC manages $215 million in client assets according to their SEC filing dated October 28, 2024.
According to their SEC Form ADV, SHARED VISION WEALTH GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 493
Discretionary Accounts: 480
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 325000
Last Filing Date: 2024-10-28 00:00:00
Website: https://sharedvisionwealth.com