Sherpa Wealth Strategies
Financial Services • 
Bend, Oregon, United States • 1-10 Employees
Company overview
| Headquarters | 444 NE Norton Ave, #101, Bend, Oregon 97701, US |
| Phone number | +15416337728 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Wealth Management, Asset Management, Retirement Planning, Social Security Planning, Sustainable Investing, Life Insurance & Annuities |
| Employees | 1-10 |
| Socials |
Key Contact at Sherpa Wealth Strategies
Brian Stallcop
Founder, Certified Financial Planner®, Certified Exit Planning Advisor®
Sherpa Wealth Strategies Email Formats
Sherpa Wealth Strategies uses 1 email format. The most common is {first initial} (e.g., j@sherpawealthstrategies.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sherpawealthstrategies.com | 100% |
About Sherpa Wealth Strategies
Sherpa Wealth Strategie is a comprehensive financial services firm in Bend, Oregon committed to helping you improve your long-term financial success.
Sherpa Wealth Strategies revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sherpa Wealth Strategies has never raised funding before.
Sherpa Wealth Strategies Tech Stack
Discover the technologies and tools that power Sherpa Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
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