SHERPA FINANCIAL GUIDES, INC.

SHERPA FINANCIAL GUIDES, INC. is an SEC-registered investment adviser (CRD 314973). Regulatory assets under management: $9.0M.

Registration

• CRD: 314973
• Type: Registered investment adviser
• Phone: 434-882-1011
• Latest filing: 2026-03-18
• Regulatory AUM: $9.0M
• Discretionary AUM: $9.0M
• Non-discretionary AUM: $36K
• Clients: 2
• Accounts: 69

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314973 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search