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Owner of LLC · Shared Vision Wealth Group

Carolina N. Ortiz

CRD 4571486 · Named on Form ADV at one SEC-registered adviser

At a glance

Shared Vision Wealth Group, an SEC-registered wealth manager with $336 million in regulatory assets, lists Carolina N. Ortiz on its Form ADV as Owner of LLC, a control person.

Firms and roles

AtlasMembers

Carolina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carolina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.