This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$336MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$326M

Private client RAUM

$333MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

622

Individual clients

113

High net worth clients

76

Custody, client assets

$173M

SEC number

801-128147

CRD

325000

Filings on the tape

13

First filed

May 11, 2023

Latest filed

Mar 3, 2026

Organised

Limited Liability Company, CA

Website

sharedvisionwealth.com

• Occurred

  Sep 22, 2023
  Team lift-out

  3 advisors left Northwest Asset Management (Carlsbad, CA) for Shared Vision Wealth Group on the same day

  Form ADVobserved 3 days ago
  3 advisors
• Occurred

  May 11, 2023
  First Form ADV filing

  Shared Vision Wealth Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ac35aa33-ab51-4b52-a77a-e3f4ee6bd00d

First observed

May 11, 2023

Last observed

Mar 3, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.