|
⚲
|
| Shared Vision Wealth Group LLC
✚
| |
|---|---|
| CRD # | 325000 |
| SEC # | 801-128147 |
| CIK # | 0002008178 |
| AUM | $215.4 MM (2024-03-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 760-349-1750 |
| Address | 1469 Sapphire Dr Carlsbad, CA 92011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 37.7 | |
| AVGO | 201,282.9 | 2.8 | |
| AMZN | 1,092,997.8 | 1.1 | |
| NVDA | 399,550.0 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 36.9 |
| (b) Individuals (high net worth individuals) | 58 | 178.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 215.4 |
| By Discretionary | ||
| Discretionary | 480 | 207.2 |
| Non-Discretionary | 13 | 8.2 |
| Total | 493 | 215.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.4 | |
| Total | 493 | 215.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002008178] |
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|---|---|---|
|
Financial Forum Inc
✚
|
WA | 0.2 |
|
DKM Wealth Management Inc
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|
CA | 0.2 |
|
McAllister Capital Management Corporation
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MS | 0.2 |
|
Transcend Advisor Group LLC
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|
WI | 0.2 |
|
Gordian Advisors LLC
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|
AZ | 0.2 |
|
Granite Capital Management LLC
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CA | 0.2 |
|
Investment Professionals LLC
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|
WI | 0.2 |
|
Trimarc Wealth Management LLC
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|
NY | 0.2 |
|
Founders Capital Management Inc
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|
TX | 0.2 |
|
MLP3 LLC
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|
NJ | 0.2 |