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Keith Winslow Ellis

Director/MemberShp Wealth Management, LLCCRD 6441180

About Keith Winslow Ellis

Keith Winslow Ellis is listed as Director/Member at Shp Wealth Management, LLC in Plymouth, MA. Form ADV reports a beneficial ownership band of Under 5%. Keith Winslow Ellis is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Shp Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Keith Winslow Ellis work?

Keith Winslow Ellis is listed as Director/Member at Shp Wealth Management, LLC on SEC Form ADV.

How much of Shp Wealth Management, LLC does Keith Winslow Ellis own?

Form ADV reports a beneficial ownership band of Under 5%.

Shp Wealth Management, LLC

TitleDirector/Member
OwnershipUnder 5%
Control personNo
Since2014
View Shp Wealth Management, LLC →

Triad Wealth Partners, LLC

TitleShareholder
Ownership25-50%
Control personNo
Since2023
View Triad Wealth Partners, LLC →