Shared Vision Wealth Group, Llc
- Regulatory AUM
- $336M
- Discretionary
- $326M
- Clients
- 192
- Avg AUM / client
- $1.7M
- Accounts
- 622
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $51.8M | 15.4% |
| High net worth individuals | 76 | $281M | 83.8% |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
| Other | 3 | $2.7M | 0.8% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Aaron Sayre | Cco/Owner Of Llc | CFP | Dec 2022 (4y) | ≈ 18.75% – 50% via Sayre Capital, Inc |
| Bryan Patrick Theall | Owner Of Llc | CFP | Dec 2022 (4y) | ≈ 18.75% – 50% via Theal Capital, Inc |
| Carolina Nmn Ortiz | Owner Of Llc | CFP | Dec 2022 (4y) | ≈ 18.75% – 50% via Cruz Ortiz Capital Inc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sayre Capital, Inc | Owner Of Llc | Dec 2022 | A | 25% – 50% |
| Theal Capital, Inc | Owner Of Llc | Dec 2022 | A | 25% – 50% |
| Cruz Ortiz Capital Inc | Owner Of Llc | Dec 2022 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Bradley Aaron Sayre: 75% – 100% of Sayre Capital, Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Bryan Patrick Theall: 75% – 100% of Theal Capital, Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Carolina Nmn Ortiz: 75% – 100% of Cruz Ortiz Capital Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $169M (50% of AUM) Mar 2026
- Charles Schwab & Co. $166M (49% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗