SEC Form ADV

SHP WEALTH MANAGEMENT, LLC

Registered Investment AdviserMA
$1.9B
Assets Under Management
4
Total Clients
52
Employees
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Registration Details

Accession
crd-174697
Location
PLYMOUTH, MA
Filing Date
June 1, 2026
AUM
$1.9B
Total Clients
4
Institutional Clients
9
Employees
52
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsOther AdvisersCorporations

About this Adviser

SHP WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in PLYMOUTH, MA, managing approximately $1.9B in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.