SHARP WEALTH ADVISORY, LLC
Legal name: SHARP FINANCIAL
CRD #289325 SEC #801-111775 HORSHAM, PA (215) 659-2130
SEC Registered
Total AUM
$391.9M
Discretionary
$204.7M
Employees
8
Clients
51
Accounts
430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $391.9M | $204.7M | $187.2M | 8 | 0 |
| Nov 2024 | $304.7M | $170.1M | $134.6M | 8 | 0 |
| Jul 2024 | $304.7M | $170.1M | $134.6M | 8 | 0 |
| Jun 2024 | $304.7M | $170.1M | $134.6M | 8 | 0 |
| Mar 2024 | $304.7M | $170.1M | $134.6M | 8 | 0 |
| Dec 2023 | $254.9M | $141.3M | $113.6M | 7 | 0 |
| Mar 2023 | $254.9M | $141.3M | $113.6M | 7 | 0 |
| Dec 2022 | $147.5M | $145.6M | $1.8M | 9 | 0 |
| Mar 2022 | $147.5M | $145.6M | $1.8M | 9 | 0 |
| Mar 2021 | $132.1M | $132.1M | $0 | 7 | 0 |
| Sep 2020 | $145.9M | $145.9M | $0 | 9 | 0 |
| Jun 2020 | $145.9M | $145.9M | $0 | 9 | 0 |
| Mar 2020 | $145.9M | $145.9M | $0 | 9 | 0 |
| Jan 2020 | $146.8M | $146.8M | $0 | 8 | 0 |
| Dec 2019 | $146.8M | $146.8M | $0 | 8 | 0 |
| Mar 2019 | $146.8M | $146.8M | $0 | 8 | 0 |
| Oct 2018 | $145.3M | $145.3M | $0 | 8 | 0 |
| Mar 2018 | $145.3M | $145.3M | $0 | 6 | 0 |
| Feb 2018 | $145.3M | $145.3M | $0 | 6 | 0 |
| Jan 2018 | $145.3M | $145.3M | $0 | 6 | 0 |
| Oct 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$391.9M
Discretionary$204.7M
Non-Disc.$187.2M
Employees8
Clients0
DateNov 2024
Total AUM$304.7M
Discretionary$170.1M
Non-Disc.$134.6M
Employees8
Clients0
DateJul 2024
Total AUM$304.7M
Discretionary$170.1M
Non-Disc.$134.6M
Employees8
Clients0
DateJun 2024
Total AUM$304.7M
Discretionary$170.1M
Non-Disc.$134.6M
Employees8
Clients0
DateMar 2024
Total AUM$304.7M
Discretionary$170.1M
Non-Disc.$134.6M
Employees8
Clients0
DateDec 2023
Total AUM$254.9M
Discretionary$141.3M
Non-Disc.$113.6M
Employees7
Clients0
DateMar 2023
Total AUM$254.9M
Discretionary$141.3M
Non-Disc.$113.6M
Employees7
Clients0
DateDec 2022
Total AUM$147.5M
Discretionary$145.6M
Non-Disc.$1.8M
Employees9
Clients0
DateMar 2022
Total AUM$147.5M
Discretionary$145.6M
Non-Disc.$1.8M
Employees9
Clients0
DateMar 2021
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees8
Clients0
DateDec 2019
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees6
Clients0
DateJan 2018
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0