Darsh R. Sharma

WP ASSET MANAGEMENT

Bedminster, NJ 07921

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CRD#: 7961971

Professional summary

Darsh Rahul Sharma, who also goes by Darshrahul Sharma, is a registered financial advisor currently at WP ASSET MANAGEMENT located in Bedminster, New Jersey.

Darsh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Darsh has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darshrahul Sharma

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darsh Rahul Sharma's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 4, 2025 - Present

WP ASSET MANAGEMENT

Office #1: 302 Us-202, Bedminster, NJ 07921

RIA

CRD#: 279034

Bedminster, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WP ASSET MANAGEMENT

WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | WP ASSET MANAGEMENT | WEALTH PLANNING ASSET MANAGEMENT LLC

CRD#: 279034 / SEC#: 801-125014

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/3/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 9/2/2024

Securities Industry Essentials Examination

Current Firm

WP ASSET MANAGEMENT

WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | WP ASSET MANAGEMENT | WEALTH PLANNING ASSET MANAGEMENT LLC

CRD#: 279034 / SEC#: 801-125014

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/3/2022 Terminated)

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Contact information

Main Address

302 Us-202, Bedminster, NJ 07921

Mailing Address

Phone number

(908) 719-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY (5/15/2025)

Regulatory assets under management

Total Number of Accounts	494
AUM (Assets Under Management)	$ 115,324,452

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Darsh R. Sharma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darsh Rahul Sharma's CRS (Customer Relationship Summary).

Certified licenses

Experience

WP ASSET MANAGEMENT

Primary Firm SEC Registration

WP ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2025

SIE

Date: 9/2/2024

Current Firm

WP ASSET MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WP ASSET MANAGEMENT

TRUST BUT VERIFY

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