SHARP WEALTH ADVISORY, LLC of HORSHAM, PA is an SEC-registered investment adviser (CRD 289325). Regulatory assets under management: $502.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Howard Sharp | FOUNDER, MANAGING MEMBER; MANAGING MEMBER | — |
| Kelly Lorraine Pickering | DIRECTOR, SHARP WEALTH ADVISORY AND CHIEF COMPLIANCE OFFICER | — |
| Stephan Allan Colglazier | CHIEF INVESTMENT OFFICER | — |
| SHARP HOWARD | FOUNDER, MANAGING MEMBER; MANAGING MEMBER | — |
| COLLINS ANNE MARIE | DIRECTOR, WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER | — |
| COLGLAZIER STEPHAN ALLAN | CHIEF INVESTMENT OFFICER | — |
| Pickering Kelly Lorraine | DIRECTOR, SHARP WEALTH ADVISORY AND CHIEF COMPLIANCE OFFICER | — |