# SHARED VISION WEALTH GROUP, LLC

SHARED VISION WEALTH GROUP, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 325000
- Type: SEC-registered investment adviser
- SEC file number: 801-128147
- Phone: 7603491750
- Latest filing: 2026-03-03
- Regulatory AUM: $335.9M
- Discretionary AUM: $326.3M
- Non-discretionary AUM: $9.6M
- Clients: 3
- Accounts: 622

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Bradley Aaron Sayre | CCO/OWNER OF LLC; OWNER OF LLC | — |
| Carolina Nmn Ortiz | OWNER OF LLC | — |
| Bryan Patrick Theall | OWNER OF LLC | — |
| SAYRE BRADLEY AARON | CCO; CCO/OWNER OF LLC; OWNER OF LLC | — |
| ORTIZ CAROLINA NMN | OWNER OF LLC | — |
| THEALL BRYAN PATRICK | OWNER OF LLC | — |
| ORTIZ CAROLINA | OWNER OF LLC | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 760-349-1747 |
| — | — | 1 | 760-349-1749 |
| — | — | 1 | 760-349-1747 |
| — | — | 1 | 760-349-1749 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325000/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325000/similar
- Related entities: https://search.stillhousedata.com/firm/325000/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325000

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.