# Shared Vision Wealth Group

> Shared Vision Wealth Group is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 325000
- Filed as: SHARED VISION WEALTH GROUP
- Legal name: Shared Vision Wealth Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325000
- AdvisorCensus page: https://advisorcensus.com/firm/shared-vision-wealth-group-325000

## Quick answers

**How is Shared Vision Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), Shared Vision Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Shared Vision Wealth Group registered with the SEC or a state?**
Shared Vision Wealth Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325000.

**How much does Shared Vision Wealth Group manage?**
Shared Vision Wealth Group reports $335,855,199 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (97% discretionary).

**How have Shared Vision Wealth Group's assets and staff changed since 2023?**
In the Form ADV data for Shared Vision Wealth Group: Regulatory assets under management: $206,600,000 in the October 2023 data and $335,855,199 in the October 2026 data, up 63%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shared Vision Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (76); other (3).

**Which custodians does Shared Vision Wealth Group use?**
Shared Vision Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Shared Vision Wealth Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325000

**What changed in Shared Vision Wealth Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $258,192,606 to $335,855,199 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $335,855,199
- Discretionary: $326,289,796
- Non-discretionary: $9,565,403

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $51,844,024 |
| High net worth individuals | 76 | $281,325,032 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 3 | $2,686,143 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, HI, NC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sharedvisionwealth.com](https://sharedvisionwealth.com)
- LinkedIn @shared-vision-wealth-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $206,600,000 | 3 | September 20, 2023 |
| October 2024 | $215,415,459 | 3 | March 12, 2024 |
| October 2025 | $258,192,606 | 3 | March 7, 2025 |
| October 2026 | $335,855,199 | 3 | March 3, 2026 |

Regulatory assets under management: $206,600,000 in the October 2023 data and $335,855,199 in the October 2026 data, up 63%.
Total employees: 3 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $258,192,606 to $335,855,199 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shared Vision Wealth Group (CRD 325000): Form ADV filing data as of October 2026.