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Sharp Financial Group, LLC

MemberSharp Wealth Advisory, LLC

About Sharp Financial Group, LLC

Sharp Financial Group, LLC is listed as Member at Sharp Wealth Advisory, LLC in Horsham, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sharp Wealth Advisory, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sharp Financial Group, LLC work?

Sharp Financial Group, LLC is listed as Member at Sharp Wealth Advisory, LLC on SEC Form ADV.

How much of Sharp Wealth Advisory, LLC does Sharp Financial Group, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Sharp Wealth Advisory, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2020
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