Sharpepoint, LLC
Sharpepoint, LLC is an SEC-registered mass-market adviser in Phoenix, AZ with $222.8M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Sharpepoint, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290719, SEC 801-119916, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $222.8M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Location
- Phoenix, AZ
- Employees
- 5
- Clients
- 491
- CRD
- 290719
- Ownership
- ROBINSON FINANCIAL ADVISORS, L.L.C.; REGAN & ASSOCIATES LLC; ROBINSON, BRIAN, DAVID; VINEYARD, DOLMAN, WINSTON; REGAN, JAMES, B
How much AUM does Sharpepoint, LLC have?
Sharpepoint, LLC reported $222.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Sharpepoint, LLC?
Disclosed owners and executives of Sharpepoint, LLC include ROBINSON FINANCIAL ADVISORS, L.L.C., REGAN & ASSOCIATES LLC, ROBINSON, BRIAN, DAVID, VINEYARD, DOLMAN, WINSTON, REGAN, JAMES, B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.