Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

SHARP WEALTH ADVISORY, LLC

dba SHARP FINANCIAL · CRD 289325 · Registered Investment Adviser

SHARP WEALTH ADVISORY, LLC is a Registered Investment Adviser headquartered in HORSHAM, PA. The firm reports $502,122,573 in regulatory assets under management across 512 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$294,615,928
Non-discretionary$207,506,645
Total RAUM$502,122,573
Accounts512

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 289325. adviserinfo.sec.gov/firm/summary/289325.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.