SHARPEPOINT, LLC

CRD 290719File 801-119916

APPROVED

Retail clients

Custody

Filing as of Apr 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$222.8M

Below cohort median (national)

Discretionary AUM

$222.8M

Clients

491

1,091 accounts

Employees

Below cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Dec 3, 2020
Principal office: 5090 N. 40TH STREET, SUITE 200, PHOENIX, AZ, 85018
Phone: 480-999-3033
Website: https://www.linkedin.com/company/sharpepoint-private-client-group/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $222.8M
Discretionary AUM: $222.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,091
Non-discretionary accounts: 0
Total accounts: 1,091
AUM per client: $454K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	10	$3.0M
High net worth individuals	64	$124.1M
Pooled investment vehicles	1	$4.7M
Pension and profit sharing plans	Fewer than 5	$4.6M
Individuals (other than high net worth individuals)	415	$86.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.