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- Custodian
- Fidelity/NFS · Hilltop Securities · Prudential
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2017
- Office Locations
- 1
Office Locations
About AMY T. Sharp, CFP, LLC
Amy T. Sharp, CFP LLC is a boutique RIA providing comprehensive financial planning and investment analysis for individuals and business owners, with quarterly reviews and complimentary annual education-focused planning. Portfolios are implemented primarily via ETFs and investment-grade corporate bonds in SMAs. RIA services are delivered by the firm, with clearing and custody through Fidelity Institutional Wealth Services.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 121 clients, or 121 clients per representative. That equates to $515.7K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full AMY T. Sharp, CFP, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AMY THERESE SHARP
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #2496032
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,394,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,394,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
AMY T. Sharp, CFP, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.