Sherpa Wealth Management LLC

Sherpa Wealth Management is an independent registered investment adviser that primarily serves individual and high‑net‑worth clients, offering discretionary asset management and complementary financial planning at no separate charge. The firm provides ongoing portfolio management and may implement client‑imposed restrictions or produce written planning work covering wills, taxes, retirement, insurance and related topics.

Portfolios are constructed around each client’s objectives, time horizon and risk tolerance using fundamental analysis and a mix of long‑ and short‑term strategies; the firm typically accepts discretionary authority to implement and monitor selected models and performs periodic reviews. When appropriate, Sherpa refers clients to or co‑manages accounts with third‑party managers and co‑advisor models and monitors those managers’ performance as part of its service.

Distinctive features include an affiliated insurance business through which the firm’s principal spends a substantial portion of time and receives commissions, and arrangements to share fees or receive referral payments from co‑advisors and third‑party managers; the brochure discloses these conflicts and the firm’s mitigation practices. The firm also reports it is recently established with no client assets on record and no account minimum, and it participates in a production‑based incentive program with a co‑advisor—characteristics that set it apart from many peers.