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SHARP WEALTH ADVISORY, LLC

Doing business as SHARP FINANCIAL. SEC Form ADV profile.

Total regulatory AUM
$502,122,573
Discretionary
$294,615,928
Non-discretionary
$207,506,645

Firm details

CRD number
289325
SEC file number
801-111775
Main office
HORSHAM, PA, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.