Sharp Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,178,354
Total clients
12
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$2,931,530
About
Sharp Wealth Management is a state-registered, independent advisory practice that serves individuals (including high-net-worth clients), estates, charitable organizations and business entities. The firm provides discretionary wealth management and planning services, including retirement and Social Security evaluation, estate and tax planning, college planning, rental real estate advice and reverse mortgage analysis.
The firm delivers individualized portfolio management, constructing portfolios from individual stocks, bonds, ETFs, mutual funds, options and alternative investments and monitoring and rebalancing accounts on an ongoing basis. Its investment process draws on a broad set of analysis methods (fundamental, technical, quantitative and sector analysis) and may employ strategies such as margin, options, futures and short-term trading where appropriate to client objectives.
Noteworthy features disclosed in the brochure include that the sole advisor manages roughly $35 million for a very small client base, resulting in a high average assets-per-client, and that the advisor holds an insurance producer license and offers insurance products for customary fees — a non-advisory activity the firm discloses as a potential conflict. The firm also recently transitioned from SEC registration to state registration and uses custodial relationships (including Altruist and Schwab) that provide custody, trade execution and access to research and platform services.
Client services
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General tax planning
Real estate investing
Fee options
$0.00 - $499,999.99: 1.15% $500,000.00 - $999,999.99: 1.0% $1,000,000.00 - $5,999,999.99: 0.75% $6,000,000.00 - $10,999,999.99: 0.65% $11,000,000.00 - $15,999,999.99: 0.55% $16,000,000.00 - $20,999,999.99: 0.45% $21,000,000.00+: 0.40%
Account minimum: $150,000
Main office location
Sharp Wealth Management
520 S. Union Ave
Springfield MO 65802, United States
Number of offices
1
Most active in
Sharp Wealth Management has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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