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Shared Vision Wealth Group LLC
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
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
✚
|
NY | 0.2 |
Founders Capital Management Inc
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|
TX | 0.2 |
MLP3 LLC
✚
|
NJ | 0.2 |