Wealth Enhancement: Acquisition Of Sherpa Adds $108 Million In Client Assets
By Amit Chowdhry ● May 7, 2026
Wealth Enhancement announced the acquisition of Sherpa Wealth Strategies, a hybrid registered investment advisor based in Bend, Oregon, with more than $108 million in client assets. The transaction brings Wealth Enhancement’s total client advisory, trust, and brokerage assets to more than $148.2 billion.