SHP WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,919,937,476
Discretionary
$1,798,146,596
Non-discretionary
$121,790,880
Firm details
- CRD number
- 174697
- SEC file number
- 801-108679
- Main office
- PLYMOUTH, MA, United States
- Employees
- 52
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Other
As of October 2026.