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SHARPER & GRANITE LLC

EL SEGUNDO, CA · CRD 136719 · IAPD ↗ · sharpergranite.com · 310-426-2909

$366.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2025 — SHARPER & GRANITE LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2025 — SHARPER & GRANITE LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — SHARPER & GRANITE LLC reported RAUM up 34% ($224.4M -> $299.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.