SHARP WEALTH MANAGEMENT

Overview

Sharp Wealth Management is a small, equity‑focused advisory firm that provides portfolio management primarily for individual and family clients and small businesses. The firm runs discretionary equity strategies as its core offering and supplements those with commissionable products when appropriate. Investment activity tilts heavily toward exchange‑traded instruments, with portfolio construction emphasizing liquid, marketable equity exposures rather than fixed income or ESG‑driven mandates. The firm lists an insurance company among its industry affiliations, which may influence how it integrates insurance solutions or annuity products into client plans. Sharp Wealth Management charges fees based on a percentage of assets under management and also uses commissionable arrangements, a hybrid structure that supports both fee‑based managed portfolios and product sales where suitable. The adviser does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices