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

Clients

Accounts

430

Firm Details

Organization Type: Limited Liability Company
State of Formation: Pennsylvania
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 18, 2025
Branch Offices: 6

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COLGLAZIER, STEPHAN, ALLAN	I	CHIEF INVESTMENT OFFICER	NA	Control
COLGLAZIER, STEPHAN, ALLAN	I	CHIEF INVESTMENT OFFICER	NA	Control
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
COLLINS, APRIL, MARIE	I	DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER	NA
Pickering, Kelly, Lorraine	I	DIRECTOR, SHARP WEALTH ADVISORY AND CHIEF COMPLIANCE OFFICER	NA	Control
Pickering, Kelly, Lorraine	I	DIRECTOR, SHARP WEALTH ADVISORY AND CHIEF COMPLIANCE OFFICER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	NA	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP FINANCIAL GROUP, LLC	DE	MEMBER	E	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	E	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	E	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	E	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	E	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	E	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	E	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	E	Control
SHARP, MICHAEL, HOWARD	I	FOUNDER, MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control
SHARP, MICHAEL, HOWARD	I	SHARP FINANCIAL GROUP, LLC	E	Control

Registrations

Federal

Mar 18, 2025 REGISTERED

Notice Filings (5)

FL NJ NY PA TX

Address

100 TOURNAMENT DRIVE
SUITE 310
HORSHAM, PA 19044
United States

Phone: (215) 659-2130