Investment adviser · CRD 289325
SHARP FINANCIAL
Investment adviser filing (IA)
SHARP WEALTH ADVISORY, LLC
HORSHAM, PA, United States · Form ADV filed Sep 8, 2026
- Regulatory AUM
- $502M Form ADV · Item 5.F
- Client accounts
- 512 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $417,428,850 | 83.1% |
| Individuals | 110 | $38,920,230 | 7.8% |
| Other investment advisers | Fewer than 5 | $31,418,703 | 6.3% |
| Retirement plans | 5 | $8,533,876 | 1.7% |
| Corporations & businesses | 11 | $5,820,914 | 1.2% |
Filing source
Form ADV 2127994 · Sep 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 TOURNAMENT DRIVE, SUITE 310HORSHAM, PA, 19044, United States
CRD 289325
Filing source
Form ADV 2127994 · Sep 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.