Sharp Wealth Management
11yrs
11 years in the industry
Sharp Wealth Management
Springfield, MO. Legal name: Sharp Wealth Management LLC
About the firm
A registered investment advisory firm based in Springfield, Missouri. It manages about $35.2 million for roughly 12 individual clients. Services include investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Commissions on some products
Typical client size ?$2.93 million
Assets under management ?$35.2 million
Individual clients12
Median years of experience11
FoundedNot stated
Services
Investment management for individuals and small businesses
Advisors at Sharp Wealth Management
1Advisors
11Median years of experience
1States with offices
–Offices
Also known as
Sharp Wealth Management LLC
About Sharp Wealth Management
How do I contact Sharp Wealth Management?
Call the main office at 417-990-5412. The main office is at 520 S. Union Ave, Springfield, MO 65802.
How is Sharp Wealth Management paid?
The firm reports being paid by a percentage of the assets they manage, commissions on some products. Ask for your total yearly cost in dollars.
What services does Sharp Wealth Management offer?
Investment management for individuals and small businesses.
How many advisors work at Sharp Wealth Management?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.