SHARP WEALTH ADVISORY, LLC

SHARP FINANCIAL
HORSHAM, Pennsylvania·4 registered advisors·CRD# 289325
SEC# 801-1117756(215) 659-2130
01

Firm Overview

AUM
$305M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHARP WEALTH ADVISORY, LLC

4 registered advisors
April Marie Collins
HORSHAM, Pennsylvania
Kelly Lorraine Pickering
HORSHAM, Pennsylvania
Michael Howard Sharp
HORSHAM, Pennsylvania
Stephan Allan Colglazier
HORSHAM, Pennsylvania
05

Office Locations

HORSHAM, Pennsylvania
4 advisors

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Data sourced from SEC Form ADV filings. SHARP WEALTH ADVISORY, LLC (CRD# 289325) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.