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SHARP FINANCIAL
SHARP WEALTH ADVISORY, LLC
CRD 289325 · SEC 801-111775
100 TOURNAMENT DRIVE, SUITE 310, HORSHAM, PA, 19044, United States
Phone
(215) 659-2130
Fax
(215) 659-2170
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$502.1M
Discretionary AUM
$294.6M
Team
9 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $38.9M |
| High net worth individuals | 68 | $417.4M |
| Pension/profit sharing plans | 5 | $8.5M |
| Corporations/business entities | 11 | $5.8M |
States served
NJ, NY, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD