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SHARP FINANCIAL
Legal name: SHARP WEALTH ADVISORY, LLC
CRD 289325File 801-111775
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$502.1M
Above cohort median (national)
Discretionary AUM
$294.6M
Non-discretionary $207.5M
Clients
194
512 accounts
Employees
9
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 3, 2017
- Principal office
- 100 TOURNAMENT DRIVE, SUITE 310, HORSHAM, PA, 19044
- Phone
- (215) 659-2130
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $502.1M
- Discretionary AUM
- $294.6M
- Non-discretionary AUM
- $207.5M
- Discretionary accounts
- 499
- Non-discretionary accounts
- 13
- Total accounts
- 512
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $5.8M |
| Other investment advisers | Fewer than 5 | $31.4M |
| High net worth individuals | 68 | $417.4M |
| Pension and profit sharing plans | 5 | $8.5M |
| Individuals (other than high net worth individuals) | 110 | $38.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.