Sherpa Wealth Management LLC

Overview

Sherpa Wealth Management LLC is organized as a limited liability company that describes itself as a capital allocator and adviser focused on portfolio management for individuals and small businesses. The firm also engages in the selection of other advisers, indicating it may place client assets with third‑party managers or subadvisers. Its fee arrangements include a percentage of assets under management and other, unspecified fee structures. FINTRX flags the firm as not actively integrating ESG and not operating across multiple states; it is not identified as a pension consultant or a related adviser. The record lists an affiliation with an insurance company; the firm’s regulatory registration year is not provided and its classification is listed as unclassified.

Assets & Accounts

Location & Offices