AMY T. SHARP, CFP, LLC

AMY T. SHARP, CFP, LLC is an SEC-registered investment adviser (CRD 285405). Regulatory assets under management: $62.4M.

Registration

• CRD: 285405
• Type: Registered investment adviser
• Phone: 760-201-3020
• Latest filing: 2026-03-31
• Regulatory AUM: $62.4M
• Discretionary AUM: $62.4M
• Clients: 1
• Accounts: 228

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285405 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search