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SHARPEPOINT, LLC

PHOENIX, AZ · CRD 290719 · IAPD ↗ · 480-999-3033

$222.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
11-25Planning clients
1Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — SHARPEPOINT, LLC reported RAUM up 48% ($150.5M -> $222.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — SHARPEPOINT, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2025 — SHARPEPOINT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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