Sharp Wealth Advisory, LLC
● SEC registered since 2017CRD 289325SEC# 801-111775Horsham, PA
Reg. AUM
$502.1M
Employees
9
Accounts
512
Location
Horsham, PA
Sharp Wealth Advisory, LLC assets under management
Sharp Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Horsham, PA. The firm has been registered since 2017. It reports $502.1 million in regulatory assets under management and employs 9 people.
Sharp Wealth Advisory, LLC owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Sharp Wealth Advisory, LLC manage?
Sharp Wealth Advisory, LLC reports $502.1 million in regulatory assets under management on its Form ADV.
How many employees does Sharp Wealth Advisory, LLC have?
Sharp Wealth Advisory, LLC reports 9 employees.
Where is Sharp Wealth Advisory, LLC located?
Sharp Wealth Advisory, LLC is based in Horsham, PA and has been SEC-registered since 2017.
Does Sharp Wealth Advisory, LLC disclose fund performance?
Sharp Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$502.1M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$502.1Mregulatory AUM
Discretionary $294.6MNon-discretionary $207.5M