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SHARP FINANCIAL

HORSHAM, PA · CRD 289325 · IAPD ↗ · sharpllc.com · (215) 659-2130

$502.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — SHARP FINANCIAL crossed $500M in regulatory AUM ($391.9M -> $502.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2026 — SHARP FINANCIAL notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — SHARP FINANCIAL added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SHARP FINANCIAL reported RAUM up 29% ($304.7M -> $391.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
July 2024 — SHARP FINANCIAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — SHARP FINANCIAL added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — THE SHARP FINANCIAL GROUP is now doing business as SHARP FINANCIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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