RIA Intel›Advisers›Pennsylvania›SHARP WEALTH ADVISORY, LLC

SHARP WEALTH ADVISORY, LLC

Advisory

N·HORSHAM, PA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$502M

1-Year AUM Growth

+19.5%

3-Year CAGR

+25.9%

Employees

6

Assets Under Management

Total AUM$502M

Discretionary AUM$295M

Non-Discretionary AUM$208M

Discretionary %58.7%

Total Clients157

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record21

First FilingAug 30, 2017

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SHARP WEALTH ADVISORY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.