SEC Form ADV

SHP WEALTH MANAGEMENT, LLC

Registered Investment AdviserMA
$1.9B
Assets Under Management
7,457
Total Clients
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Registration Details

Accession
CRD-174697
Location
PLYMOUTH, MA
Filing Date
February 3, 2026
AUM
$1.9B
Total Clients
7,457
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

SHP WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in PLYMOUTH, MA, managing approximately $1.9B in assets across 7,457 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.