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Sharp Wealth Management LLC

CRD 335140SEC# 801-133971Springfield, MO
Export (members)
No longer SEC-registered. Sharp Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
1
Accounts
Location
Springfield, MO

Sharp Wealth Management LLC assets under management

Sharp Wealth Management LLC is an SEC-registered investment adviser based in Springfield, MO. It employs 1 people.

Sharp Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Lee Sharp ControlOwner & Chief Compliance OfficerOver 75%2024

Frequently asked questions

How many employees does Sharp Wealth Management LLC have?

Sharp Wealth Management LLC reports 1 employees.

Where is Sharp Wealth Management LLC located?

Sharp Wealth Management LLC is based in Springfield, MO.

Does Sharp Wealth Management LLC disclose fund performance?

Sharp Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address520 S. Union Ave, Springfield, MO 65802
Office hours9:00 a.m. - 4:00 p.m.
Discloses disciplinary historyNo