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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-2023
- Office Locations
- 1
Office Locations
About Shared Vision Wealth Group
Shared Vision Wealth Group is an independent, fee-only RIA and fiduciary team of CERTIFIED FINANCIAL PLANNERâ„¢ professionals serving successful households and business owners. The firm delivers integrated financial planning with portfolio management, tax planning, and estate planning guidance, building efficient, globally diversified portfolios. Custody includes Charles Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRADLEY AARON SAYRE
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5278579
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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CAROLINA NMN ORTIZ
Financial Professional
- CRD
- #4571486
BRYAN PATRICK THEALL
Financial Professional
- CRD
- #5164732
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $326,289,796 | $538,432 |
| Non-Discretionary | $9,565,403 | $597,838 |
| Total | $335,855,199 | $539,960 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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