← Tributary

SHARED VISION WEALTH GROUP

· CRD 325000 · IAPD ↗ · sharedvisionwealth.com · 7603491750

$335.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — SHARED VISION WEALTH GROUP reported RAUM up 30% ($258.2M -> $335.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — SHARED VISION WEALTH GROUP added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.