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Darsh Sharma

Advisor at WP Asset Management

Updated today

Location

Bedminster, NJ 07921

Credentials

Series 65

Industry experience

< 1 year

About

Darsh Sharma is a financial advisor at WP Asset Management with a Series 65 credential and two years of industry experience. His previous roles include positions at Morgan Stanley and teaching appointments at Stevens Institute of Technology and Vellore Institute of Technology. WP Asset Management provides discretionary portfolio management and investment-advisory services to a diverse client base, including individuals, pension plans, corporations, and banking institutions. The firm uses individualized investment policy statements and a variety of analytical methods to construct and monitor portfolios across multiple asset classes.

Client services

Based on WP Asset Management

Portfolio management Selection of other advisers

Expertise

Based on WP Asset Management

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities Real estate investing

Fee options

Fixed

Fixed fees are charged but specific amounts not disclosed; fees are negotiable and detailed in Investment Advisory Contract Exhibit II.

Percentage

$250,000 - $10,000,000: 2.50% $10,000,001 - $25,000,000: 2.00% $25,000,001+: 1.50%

Location

302 Us 202

Bedminster, NJ 07921

Most active in

New Jersey

Work history

Wealth Planning Advisory Group

2024 - Present (2 years)

Wealth Planning Asset Management Limited Liability Company

2024 - Present (2 years)

Morgan Stanley

2024 - 2024 (1 year)

Stevens Institute of Technology

2023 - 2023 (1 year)

Morgan Stanley

2023 - 2023 (1 year)

Stevens Institute of Technology

2022 - 2024 (2 years)

Vellore Institute of Technology

2018 - 2022 (4 years)

Smt. Sulochanadevi Singhania School

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

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Passive / index investing
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Highland Park, NJ

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Options & derivatives strategies Active portfolio management
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Series 65

Bridgewater, NJ

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Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Brian O

CFP®, Series 63, Series 65

Morristown, NJ

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Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

Options & derivatives strategies Private / alternative investments
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Series 66

Whippany, NJ

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Passive / index investing
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