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AMY T. SHARP, CFP, LLC
AMY T. SHARP, CFP, LLC is an SEC-registered investment adviser with $62 million in regulatory assets under management. The firm has 1 employee and 1 investment...
AMY T. SHARP, CFP, LLC
AMY T. SHARP, CFP, LLC is an SEC-registered investment adviser with $62 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Principals
Amy T. Sharp
Founder and Principal
Frequently asked questions
Who runs investment decisions at Amy T. Sharp, CFP, LLC?
Amy T. Sharp is the named principal and likely manages all investment decisions as the firm's sole employee. She holds the CFP designation, indicating expertise in financial planning but not necessarily direct investing (per CFP Board standards).
Is this firm structured as a single family office or a multi-family office?
The firm is named after an individual and registered as an RIA, suggesting a single-family office structure serving Amy T. Sharp's own wealth. It does not appear to offer services to external families.
Where does the underlying wealth come from?
The origin of capital is not publicly disclosed. It may derive from personal savings, inheritance, or a family business, but no public records confirm this.
Does the firm make direct investments or only manage liquid assets?
No information is available on direct investments. The firm's name includes 'CFP,' suggesting a focus on financial planning rather than venture capital or private equity. It likely manages liquid assets through traditional channels.
What investment stages or sectors does the firm target?
No specific sector or stage preferences have been identified. The firm's strategy appears to be wealth preservation and capital appreciation through diversified financial planning.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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