SHP WEALTH MANAGEMENT, LLC

CRD 174697 · SEC 801-108679

Visit website

225 WATER ST, SUITE C210, PLYMOUTH, MA, 02360, United States

Phone

508-746-2400

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.92B

Discretionary AUM

$1.80B

Team

52 total employees; 32 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISERS FEES

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	1778	$661.8M
High net worth individuals	483	$1.14B
Pension/profit sharing plans	8	$16.3M
Charitable organizations	1	$1.6M
Other investment advisers	90	$98.6M
Corporations/business entities	4	$4.4M

States served

VT, CA, CO, GA, IL, LA, ME, MA, NY, RI, SC, TX, NH, CT, FL

All web addresses on file

HTTPS://WWW.FACEBOOK.COM/SHPFINANCIAL/
HTTPS://WWW.SHPFINANCIAL.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/SHP-FINANCIAL/
https://www.youtube.com/channel/UCQZ5WhKtCl9c9R4Lq4kESfA/featured

Official SEC filing: View on IAPD