| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Lorraine Pickering Control | Director, Sharp Wealth Advisory And Chief Compliance Officer | Under 5% | 2024 |
| Michael Howard Sharp Control | Founder, Managing Member | Under 5% | 1993 |
| Sharp Financial Group, LLC Control | Member | Over 75% | 2020 |
Sharp Wealth Advisory, LLC reports $391.9 million in regulatory assets under management on its Form ADV.
Sharp Wealth Advisory, LLC reports 8 employees.
Sharp Wealth Advisory, LLC is based in Horsham, PA and has been SEC-registered since 2017.
Sharp Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Tournament Drive, Suite 310, Horsham, PA 19044 |
| Phone | (215) 659-2130 |
| Fax | (215) 659-2170 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1733194 |
| Discloses disciplinary history | No |
| Discretionary | $204.7M |
| Non-discretionary | $187.2M |
| Total (RAUM) | $391.9M |