Sharp Wealth Advisory, Llc
- Regulatory AUM
- $502M
- Discretionary
- $295M
- Clients
- 194
- Avg AUM / client
- $2.6M
- Accounts
- 512
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Investments (13F portfolio — 120 positions, $202,513,903)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | SP SMCP600VL ETF | $32,232,614 | 272,120 | 15.9% | 6.42% |
| 2 | Vanguard Index Fds | SMALL CP ETF | $29,849,451 | 113,964 | 14.7% | 5.94% |
| 3 | Vanguard Index Fds | MCAP GR IDXVIP | $28,845,075 | 112,085 | 14.2% | 5.74% |
| 4 | Ishares Tr | CORE US AGGBD ET | $14,547,374 | 146,544 | 7.18% | 2.9% |
| 5 | Vanguard Scottsdale Fds | INTER TERM TREAS | $12,341,539 | 207,247 | 6.09% | 2.46% |
| 6 | Spdr Gold Tr | GOLD SHS | $11,803,285 | 27,431 | 5.83% | 2.35% |
| 7 | Ishares Gold Tr | ISHARES NEW | $3,102,350 | 35,190 | 1.53% | 0.62% |
| 8 | Nvidia Corporation | COM | $2,534,395 | 14,532 | 1.25% | 0.5% |
| 9 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $2,422,480 | 37,804 | 1.2% | 0.48% |
| 10 | Meta Platforms Inc | CL A | $2,414,961 | 4,221 | 1.19% | 0.48% |
| 11 | Apple Inc | COM | $2,097,421 | 8,264 | 1.04% | 0.42% |
| 12 | Exxon Mobil Corp | COM | $2,091,823 | 12,330 | 1.03% | 0.42% |
| 13 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $1,833,592 | 33,924 | 0.91% | 0.37% |
| 14 | Broadcom Inc | COM | $1,816,950 | 5,870 | 0.9% | 0.36% |
| 15 | Alphabet Inc | CAP STK CL A | $1,795,321 | 6,243 | 0.89% | 0.36% |
| 16 | Simplify Exchange Traded Fun | MANAGED FUTURES | $1,613,748 | 53,400 | 0.8% | 0.32% |
| 17 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $1,377,410 | 7,177 | 0.68% | 0.27% |
| 18 | Ishares Tr | RUS 1000 GRW ETF | $1,360,216 | 3,190 | 0.67% | 0.27% |
| 19 | Vanguard Index Fds | S&P 500 ETF SHS | $1,296,956 | 2,170 | 0.64% | 0.26% |
| 20 | Berkshire Hathaway Inc Del | CL B NEW | $1,178,353 | 2,459 | 0.58% | 0.23% |
| 21 | Microsoft Corp | COM | $1,165,021 | 3,147 | 0.58% | 0.23% |
| 22 | Ishares Tr | CORE MSCI EAFE | $1,029,598 | 11,373 | 0.51% | 0.21% |
| 23 | Amazon Com Inc | COM | $954,710 | 4,584 | 0.47% | 0.19% |
| 24 | Spdr Series Trust | STATE STREET SPD | $919,861 | 10,038 | 0.45% | 0.18% |
| 25 | Vanguard Index Fds | TOTAL STK MKT | $916,875 | 2,858 | 0.45% | 0.18% |
Top 25 of 120 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $38.9M | 7.75% |
| High net worth individuals | 68 | $417M | 83.1% |
| Pension and profit sharing plans | 5 | $8.5M | 1.7% |
| Other investment advisers | Fewer than 5 clients | $31.4M | 6.26% |
| Corporations and other businesses | 11 | $5.8M | 1.16% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Howard Sharp | Founder, Managing Member | Jan 1993 (34y) | ≈ 56.25% – 100% via Sharp Financial Group, Llc | |
| Stephan Allan Colglazier | Chief Investment Officer | CFA | Feb 2022 (5y) | Less than 5% |
| Kelly Lorraine Pickering | Director, Sharp Wealth Advisory And Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Edward Vents Rimbenieks | Registered representative | Nov 2017 (9y) | ||
| Tasha Denise Miles | Registered representative | Jan 2019 (8y) | ||
| Katherine Carmichael Morosani | Registered representative | CFP Chartered Financial Consultant | Feb 2026 (0y) | |
| Ziad Juma Hassan Mohammed | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sharp Financial Group, Llc | Member | Jan 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Howard Sharp: 75% – 100% of Sharp Financial Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $498M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗