Sharp Wealth Management
Firm details
- Headquarters
- Springfield, Missouri
- CRD number
- 335140
- Registered since
- July 25, 2025
- Website
- sharpwm.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI95.71%
- Individuals4.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sharp Wealth Management is a Missouri-based limited liability company that provides portfolio management primarily for individuals, families and small businesses. The firm reports a mixed fee model—charging a percentage of assets under management and accepting commissions—and lists individual ownership. Sharp Wealth Management is registered with the SEC (registered in 2025). It does not identify as an ESG investor and does not operate as a multi-state adviser; it also notes an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, MO
Greene
Location
Springfield, MO
Headquartered in Springfield, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Greene
- Address
- 520 S Union Ave
- Time zone
- CT (UTC-6)
- Office locations
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