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| Happy Holidays!! thanks for using AUM13F!! |
| Sharp Wealth Advisory LLC
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| CRD # | 289325 |
| SEC # | 801-111775 |
| CIK # | |
| AUM | $391.9 M (2025-03-18) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Phone | 215-659-2130 |
| Address | 100 Tournament Drive Horsham, PA 19044 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 30.9 |
| (b) Individuals (high net worth individuals) | 52 | 320.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 28.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 391.9 |
| By Discretionary | ||
| Discretionary | 419 | 204.7 |
| Non-Discretionary | 11 | 187.2 |
| Total | 430 | 391.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 391.9 | |
| Total | 430 | 391.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Bridge City Capital LLC
✚
|
OR | 0.4 |
|
Newton One Investments LLC
✚
|
DE | 0.4 |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 0.4 |
|
Planned Financial Services LLC
✚
|
OH | 0.4 |
|
Ceera Investments LLC
✚
|
0.4 | |
|
Coquina Private Wealth LLC
✚
|
FL | 0.4 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.4 |
|
C C Dunnavan & Co Inc
✚
|
MN | 0.4 |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 0.4 |