Shared Vision Wealth Group is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 3, 2026, reports $336M in regulatory assets under management, 3 employees, 2 offices, and 622 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.9% of total clients.
Top client categories% of clientsClients
1
Individuals
58.9%
113
2
HNWI
39.6%
76
3
INVESTMENT ADVISERS
1.6%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$336Mas of March 3, 2026
Discretionary97.2%
$326M
97% of total RAUM97.2%
Non-discretionary2.8%
$10M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$336M
Total Accounts622
10Y AUM Change+$336M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.