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SHP WEALTH MANAGEMENT, LLC
CRD 174697File 801-108679
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.92B
Top 25% of cohort (national)
Discretionary AUM
$1.80B
Non-discretionary $121.8M
Clients
2,364
7,457 accounts
Employees
52
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 29, 2016
- Principal office
- 225 WATER ST, SUITE C210, PLYMOUTH, MA, 02360
- Phone
- 508-746-2400
- Website
- HTTPS://WWW.SHPFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.92B
- Discretionary AUM
- $1.80B
- Non-discretionary AUM
- $121.8M
- Discretionary accounts
- 7,051
- Non-discretionary accounts
- 406
- Total accounts
- 7,457
- AUM per client
- $812K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.4M |
| Charitable organizations | Fewer than 5 | $1.6M |
| Other investment advisers | 90 | $98.6M |
| High net worth individuals | 483 | $1.14B |
| Pension and profit sharing plans | 8 | $16.3M |
| Individuals (other than high net worth individuals) | 1,778 | $661.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — SELECTION OF OTHER ADVISERS FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.