Claim Profile
Unclaimed Profile
AC

April Marie Collins

SHARP WEALTH ADVISORY, LLC·HORSHAM, Pennsylvania
SIE, Series 6, Series 7, Series 63Clean recordSHARP WEALTH ADVISORY, LLC
100 TOURNAMENT DRIVE, HORSHAM, PA 19044CRD# 5216524Firm CRD# 289325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
April Marie Collins · HORSHAM, PA
Registration
CRD #5216524 · SHARP WEALTH ADVISORY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SHARP WEALTH ADVISORY, LLC
CRD 289325 · SEC 801-111775
AUM
$305M
Regulatory assets under management
Employees
8
362 client accounts
Services offered by SHARP WEALTH ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with April

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if April is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HORSHAM?

Browse all registered financial advisors in HORSHAM, Pennsylvania or claim this profile if it's yours.

04

Frequently Asked Questions

What services does April Marie Collins offer?
April Marie Collins specializes in Financial Planning, Investment Management. Contact their office in HORSHAM, Pennsylvania for a consultation.
What are April Marie Collins's credentials?
April Marie Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is April Marie Collins located?
April Marie Collins is based in HORSHAM, Pennsylvania, working with SHARP WEALTH ADVISORY, LLC. Their office serves clients in the HORSHAM metropolitan area and surrounding communities.
How does April Marie Collins charge for services?
April Marie Collins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHARP WEALTH ADVISORY, LLC?
SHARP WEALTH ADVISORY, LLC has approximately 8 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →