RIA Intel›Advisers›Florida›RETIRESHARP WEALTH MANAGEMENT, LLC

RETIRESHARP WEALTH MANAGEMENT, LLC

Advisory

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in FL

#2,053

of 2,610 advisers by AUM

Average account

$120K

across 135 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients135

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

135 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

COVATO CAPITAL MANAGEMENT, LLC

$16M

GREEN VISTA ASSET MANAGEMENT LLC

WINTER PARK, FL

$16M

RDL CAPITAL LLC

$16M

BLUE INFINITAS CAPITAL, LLC

MIAMI, FL

$16M

MAREDIN CORPORATION

$17M

VAN RENSSELAER MANAGEMENT LLC

$16M

Get the full picture on RETIRESHARP WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RETIRESHARP WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans