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SHERPA WEALTH PLANNERS, LLC

EIN 81-0952120-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$577K assets
Welfare
0
Participants
2
2450 SUNSET POINT RD, STE C - CLEARWATER, FL 33765727-474-9958
Plans on this EIN
1 filing
#001401k-$577K - 2 part

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Retirement#001

SHERPA WEALTH PLANNERS

401k

Assets$577K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHERPA WEALTH PLANNERS401k$577K22025
Retirement plans
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