Darsh Sharma
Advisor at WP Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at WP Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bedminster, NJ 07921
Credentials
Series 65
Industry experience
< 1 year
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.
Based on WP Asset Management
Fixed fees are charged but specific amounts not disclosed; fees are negotiable and detailed in Investment Advisory Contract Exhibit II.
$250,000 - $10,000,000: 2.50% $10,000,001 - $25,000,000: 2.00% $25,000,001+: 1.50%
302 Us 202
Bedminster, NJ 07921
New Jersey
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)
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