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SHERPA WEALTH STRATEGIES, LLC

EIN 45-3370518-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
3
444 NE NORTON AVENUE, STE 101 - BEND, OR 97701541-633-7728sherpawealthstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.1M - 3 part

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Retirement#001

SHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN

401k

Assets$1.1M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN401k$1.1M32025
Retirement plans
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