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Sharp Wealth Management LLC

EST. AUM
$35,178,354

CONTACTS
1

CLIENT ACCOUNTS
58

Firm Details

Metro area Kansas City
CRD Number 335140
Website sharpwm.com
Client types

Overview

Sharp Wealth Management is a Missouri-based investment advisory firm formed as a limited liability company in 2024 and began operations in 2025. The firm is wholly owned by Michael Sharp and is committed to delivering personalized financial guidance to individuals and a broad range of clients. Operating as a fiduciary, Sharp Wealth Management prioritizes clients' best interests through clear communication, client education, and tailored investment strategies. The firm emphasizes understanding each client’s goals, risk tolerance, and time horizon. All material conflicts of interest are fully disclosed to ensure transparency and objective advice.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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