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SHARP WEALTH MANAGEMENT
SHARP WEALTH MANAGEMENT LLC
CRD 335140 · SEC 801-133971
520 S. UNION AVE, SPRINGFIELD, MO, 65802, United States
Phone
417-990-5412
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.2M
Discretionary AUM
$35.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.5M |
| High net worth individuals | 8 | $33.7M |
All web addresses on file
Official SEC filing: View on IAPD