SHARP WEALTH MANAGEMENT

SHARP WEALTH MANAGEMENT of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 335140). Regulatory assets under management: $35.2M.

Registration

• CRD: 335140
• SEC file number: 801-133971
• Type: Registered investment adviser
• Location: 520 S. UNION AVE, SPRINGFIELD, MO, 65802
• Phone: 417-990-5412
• Latest filing: 2026-02-20
• Regulatory AUM: $35.2M
• Discretionary AUM: $35.2M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Commissions.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335140 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search