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Shp Wealth Management, LLC

● SEC registered since 2016CRD 174697SEC# 801-108679Plymouth, MA
Export (members)
Reg. AUM
$1.5B
Employees
51
Accounts
7,093
Location
Plymouth, MA

Shp Wealth Management, LLC assets under management

Shp Wealth Management, LLC is an investment advisory firm registered with the SEC based in Plymouth, MA. The firm has been registered since 2016. It reports $1.5 billion in regulatory assets under management and employs 51 people.
www.facebook.com/shpfinancialView on SEC.gov ↗

Shp Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Derek L.(mi Only) GregoireVice President/MemberUnder 5%2014
Keith Winslow EllisDirector/MemberUnder 5%2014
Matthew Chapman PeckPresident/Chief Compliance Officer/MemberUnder 5%2014
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Frequently asked questions

How much does Shp Wealth Management, LLC manage?

Shp Wealth Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Shp Wealth Management, LLC have?

Shp Wealth Management, LLC reports 51 employees.

Where is Shp Wealth Management, LLC located?

Shp Wealth Management, LLC is based in Plymouth, MA and has been SEC-registered since 2016.

Does Shp Wealth Management, LLC disclose fund performance?

Shp Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address225 Water St, Suite C210, Plymouth, MA 02360
Phone508-746-2400
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.4B
Non-discretionary$100.5M
Total (RAUM)$1.5B