SHARPEDGE FINANCIAL

SHARPEDGE FINANCIAL is an SEC-registered investment adviser (CRD 331971). Regulatory assets under management: $9.5M.

Registration

• CRD: 331971
• Type: Registered investment adviser
• Phone: (469) 476-2890
• Latest filing: 2026-03-06
• Regulatory AUM: $9.5M
• Discretionary AUM: $5.7M
• Non-discretionary AUM: $3.8M
• Clients: 1
• Accounts: 88

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331971 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search