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| Sharp Wealth Advisory LLC
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|---|---|
| CRD # | 289325 |
| SEC # | 801-111775 |
| CIK # | 0001733194 |
| AUM | 502.1 M (2026-03-18) |
| Employees | 9 (67% Investors, 78% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-659-2130 |
| Address | 100 Tournament Drive Horsham, PA 19044 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001733194 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 11.8 | ||
| iShares Comex Gold Trust | 3.1 | ||
| Nvidia Corp | 2.5 | ||
| Facebook Inc | 2.4 | ||
| Apple Inc | 2.1 | ||
| Broadcom Inc | 1.8 | ||
| Alphabet Inc | 1.8 | ||
| Microsoft Corp | 1.2 | ||
| Amazon Com Inc | 1.0 | ||
| Visa Inc | 0.9 | ||
| Palantir Technologies Inc | 0.9 | ||
| iShares Silver Trust | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 38.9 |
| (b) Individuals (high net worth individuals) | 68 | 417.4 |
| (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 | 5 | 8.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 31.4 |
| (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 | 11 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 512 | 502.1 |
| By Discretionary | ||
| Discretionary | 499 | 294.6 |
| Non-Discretionary | 13 | 207.5 |
| Total | 512 | 502.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 502.1 | |
| Total | 512 | 502.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001733194] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pineridge Advisors LLC
✚
|
MO | 504.2 M |
|
Aquire Wealth Advisors LLC
✚
|
UT | 504.0 M |
|
Ducere Wealth Management LLC
✚
|
CA | 503.8 M |
|
Weinberger Asset Management Inc
✚
|
CA | 503.6 M |
|
Etesian Wealth Advisors Inc
✚
|
OR | 503.3 M |
|
SMH Capital Advisors LLC
✚
|
TX | 503.1 M |
|
Prosperity Financial Group Inc
✚
|
CA | 503.0 M |
|
Saybrook Capital Corp
✚
|
NY | 502.7 M |
|
HC Advisors LLC
✚
|
GA | 500.2 M |
|
Private Wealth Solutions LLC
✚
|
CA | 500.0 M |