SHERPA WEALTH MANAGEMENT LLC

CRD 340032

7001 W IH-10 # 219, SAN ANTONIO, TX, 78213, United States

Phone

(210) 776-4600

Fax

—

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; REFERRAL FEES/CO-ADVISOR FEES

Org form

Limited Liability Company

Filing date

2026-04-10

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Official SEC filing: View on IAPD