Sharp Financial
Sharp Financial is an SEC-registered wealth manager in Horsham, PA with $502.1M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Sharp Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289325, SEC 801-111775, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $502.1M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Horsham, PA
- Employees
- 9
- Clients
- 194
- CRD
- 289325
- Ownership
- SHARP, MICHAEL, HOWARD; COLLINS, APRIL, MARIE; SHARP FINANCIAL GROUP, LLC; Pickering, Kelly, Lorraine; COLGLAZIER, STEPHAN, ALLAN
How much AUM does Sharp Financial have?
Sharp Financial reported $502.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Sharp Financial?
Disclosed owners and executives of Sharp Financial include SHARP, MICHAEL, HOWARD, COLLINS, APRIL, MARIE, SHARP FINANCIAL GROUP, LLC, Pickering, Kelly, Lorraine, COLGLAZIER, STEPHAN, ALLAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.