RIA Intel›Advisers›Pennsylvania›SHARMA ASSOCIATES, INC.

SHARMA ASSOCIATES, INC.

Advisory

PA

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in PA

#1,252

of 1,528 advisers by AUM

Average account

$504K

across 40 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$0

Non-Discretionary AUM$20M

Discretionary %0%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

40 clients

8 high-net-worth

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

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