What departments does Sherpa Wealth Strategies, LLC have?

Sherpa Wealth Strategies, LLC has employees across 1 departments including Finance.

What is the largest department at Sherpa Wealth Strategies, LLC?

The largest department at Sherpa Wealth Strategies, LLC is Finance with 1 employees.

Where are Sherpa Wealth Strategies, LLC employees located globally?

Sherpa Wealth Strategies, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Sherpa Wealth Strategies, LLC's team size changed over time?

Sherpa Wealth Strategies, LLC's team has remained stable from approximately 4 to 4 employees based on available data.

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Sherpa Wealth Strategies, LLC Employee Directory

Financial ServicesOregon, United States2-10 Employees

Sherpa Wealth Strategie is a comprehensive financial services firm in Bend, Oregon committed to helping you improve your long-term financial success.

Find Sherpa Wealth Strategies, LLC employees' phone numbers or email addresses

Sherpa Wealth Strategies, LLC Global Highlights

North America
4

United States Of America
4

Sherpa Wealth Strategies, LLC's Leadership

B. S.
Founder, Certified Financial Planner®, Certified Exit Planning Advisor®
Mobile Phone
Email
M. J.
Administrative Manager
Mobile Phone
Email
J. J.
Administrative Manager
Mobile Phone
Email

Sherpa Wealth Strategies, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Sherpa Wealth Strategies, LLC

Name

Title

Contact Info

Location

Last Update

B. S.
Founder, Certified Financial Planner®, Certified Exit Planning Advisor®
Mobile Phone
Email
United StatesOregon
Apr 08, 2026
M. J.
Administrative Manager
Mobile Phone
Email
United StatesOregon
Sep 11, 2025
J. J.
Administrative Manager
Mobile Phone
Email
United StatesOregon
Jul 09, 2024

Frequently Asked Questions

What is Sherpa Wealth Strategies, LLC known for?

Sherpa Wealth Strategies, LLC was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 444 Northeast Norton Avenue #101 Bend, Oregon United States. Explore Sherpa Wealth Strategies, LLC's company overview page for more information.

What is Sherpa Wealth Strategies, LLC's most common email format?

Sherpa Wealth Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sherpa Wealth Strategies, LLC email formats with LeadIQ.

How many employees does Sherpa Wealth Strategies, LLC have currently?

Sherpa Wealth Strategies, LLC has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Sherpa Wealth Strategies, LLC's key employees and leadership?

As of February 2026, Sherpa Wealth Strategies, LLC's key employees include:

Founder, Certified Financial Planner®, Certified Exit Planning Advisor®: B. S.
Administrative Manager: M. J.
Administrative Manager: J. J.

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