SHERPA WEALTH MANAGEMENT LLC

SHERPA WEALTH MANAGEMENT LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 340032).

Registration

• CRD: 340032
• Type: Registered investment adviser
• Location: 7001 W IH-10 # 219, SAN ANTONIO, TX, 78213
• Phone: (210) 776-4600
• Latest filing: 2026-04-10
• Clients: 1

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340032 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search