LP Profile

SharpePoint

Also known as sharpepoint

Wealth ManagerPhoenix, United StatesFounded 2018
Phoenix
Headquarters
Investment Focus

About SharpePoint

At SharpePoint Private Client Group, finance is our first language. We craft custom plans to meet your financial life goals and build a sustainable future.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to SharpePoint from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$222.8M
Total Clients
1,091
Filing Date
April 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to SharpePoint across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is SharpePoint?

SharpePoint is a wealth manager based in Phoenix, United States.

Where is SharpePoint headquartered?

SharpePoint is headquartered in Phoenix, United States.

When was SharpePoint founded?

SharpePoint was founded in 2018.

How can I contact SharpePoint?

Verified contact details, key decision-makers, and investment preferences for SharpePoint are available on LPbacked. Create a free account to access them.