Wealth Enhancement Acquires Sherpa Wealth Strategies
May 7, 2026
Wealth Enhancement, an independent wealth management firm, acquired Sherpa Wealth Strategies, a hybrid RIA based in Bend, Oregon, managing over $108 million in client assets. The acquisition closed on April 30, 2026, expanding Wealth Enhancement’s platform through an adviser-led team and its planning-centered approach.
- Buyers
- Wealth Enhancement
- Targets
- Sherpa Wealth Strategies
- Industry
- Wealth Management
- Location
- Oregon, United States
- Transaction Type
- Buyout
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