Darsh Sharma has been an investment adviser representative at Wealth Planning Asset Management Limited Liability since September 2025, and is not listed among the firm’s executive officers or direct owners.
Wealth Planning Asset Management Limited Liability Company is a Bedminster, NJ firm with $121M under management, 224 clients and 4 advisers in one office, as of its September 2026 filing.
- WP Asset ManagementCurrent– present · 1 yearBedminster, NJ · Adviser representative · Firm CRD 279034
Investment adviser representative registrations
Darsh Sharma is registered as an investment adviser representative in New Jersey, since September 2025.
- New JerseySince 4 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 July 2025 |
| SIE | Securities Industry Essentials Examination | 2 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Darsh Rahul Sharma
- CRD
- 7961971
- Firm
- Wealth Planning Asset Management Limited Liability · CRD 279034
- Office
- 302 US-202, Bedminster, NJ 07921
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Darsh Sharma work?
Darsh Sharma is an investment adviser representative registered through Wealth Planning Asset Management Limited Liability Company since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Darsh Sharma a financial advisor?
Yes. Darsh Sharma has a current investment-adviser registration in New Jersey, through Wealth Planning Asset Management Limited Liability since September 2025.
How many years of experience does Darsh Sharma have?
Darsh Sharma has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Darsh Sharma passed?
Darsh Sharma has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in September 2024.
Where is Darsh Sharma based?
Darsh Sharma’s registered office is in Bedminster, NJ.
Is Darsh Sharma registered with FINRA?
No. Darsh Sharma has no current broker registration.
How can I verify Darsh Sharma’s record?
Search CRD 7961971 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Darsh Sharma’s full registration record.