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SHARPEPOINT, LLC
CRD 290719 · SEC 801-119916
5090 N. 40TH STREET, SUITE 200, PHOENIX, AZ, 85018, United States
Phone
480-999-3033
Fax
480-999-3034
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.8M
Discretionary AUM
$222.8M
Team
5 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 415 | $86.5M |
| High net worth individuals | 64 | $124.1M |
| Pooled investment vehicles | 1 | $4.7M |
| Pension/profit sharing plans | 1 | $4.6M |
| Charitable organizations | 10 | $3.0M |
States served
AZ, CA, CO, MI, NM, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD