Darsh Rahul Sharma
Investment adviser representative at Wp Asset Management
9 yearsExperience
1 stateRegistered in
$121.3MFirm assets
4 yearsFirm in business
Are you Darsh Rahul Sharma? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Wp Asset ManagementSep 2025 to now
- Wealth Planning Advisory GroupOct 2024 to now
- Wealth Planning Asset Management Limited Liability CompanyOct 2024 to now
- Morgan StanleyJul 2024 to Sep 2024
- Morgan StanleyJun 2023 to Aug 2023
- Stevens Institute of TechnologySep 2022 to May 2024
- Vellore Institute of TechnologyJul 2018 to Jul 2022
- Smt. Sulochanadevi Singhania SchoolJul 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wp Asset Management
Legal name: Wealth Planning Asset Management Limited Liability Company
$121.3MAssets managed
224Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7961971
- Firm CRD
- 279034