Shared Vision Wealth Group, LLC

EST. AUM
$335,855,199

CONTACTS

CLIENT ACCOUNTS
622

Firm Details

Metro area San Diego
CRD Number 325000
Website sharedvisionwealth.com
Client types

Overview

Shared Vision Wealth Group, LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Carlsbad, California, established in 2022 by Bradley Sayre, Carolina Ortiz, and Bryan Theall. Operating under a strict 100% fiduciary standard of care, the firm delivers institutional-grade wealth management and comprehensive financial planning for affluent individual retail accounts, retirement plans, multi-generational families, and family offices. Their team-based advisory framework integrates personalized portfolio management with proactive forward-looking tax mitigation, estate coordination, and retirement cash-flow engineering. Rejecting speculative short-term market forecasting, the firm relies heavily on Modern Portfolio Theory, fundamental research, and disciplined rebalancing metrics to construct globally diversified portfolios utilizing low-cost exchange-traded funds (ETFs) and institutional mutual funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Shared Vision Wealth Group, LLC

Platform Details

Investment Preferences

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Address

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