Darsh Rahul Sharma
Advisor at WP Asset Management — Bedminster, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Bedminster, NJ 07921
WP Asset Management
Supported
Total advisors
3Clients per advisor
59 HighAvg AUM per client
$559,968 LowHNW client ratio
100% Very HighDarsh Sharma is a financial advisor at WP Asset Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and held academic roles at Stevens Institute of Technology and Vellore Institute of Technology. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services for individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm uses a combination of modern portfolio theory and multiple analytical methods, tailoring investment programs through individualized Investment Policy Statements.
Based on WP Asset Management
$250,000 - $10,000,000: 2.50% $10,000,001 - $25,000,000: 2.00% $25,000,001+: 1.50%
Bedminster, NJ
302 Us 202
Bedminster NJ 07921
Advisors at this office
3
New Jersey
1 year of industry experience
Wealth Planning Advisory Group
2024 - Present • 2 years
Bedminster, NJ
Wealth Planning Asset Management Limited Liability Company
2024 - Present • 2 years
Bedminster, NJ
Morgan Stanley
2024 - 2024 • 1 year
Mount Laurel, NJ
Stevens Institute of Technology
2023 - 2023 • 1 year
Hoboken, NJ
Morgan Stanley
2023 - 2023 • 1 year
New York, NY
Stevens Institute of Technology
2022 - 2024 • 2 years
Hoboken, NJ
Vellore Institute of Technology
2018 - 2022 • 4 years
Vellore
Smt. Sulochanadevi Singhania School
2015 - 2018 • 3 years
Thane
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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