Investment adviser · CRD 174697
SHP WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
PLYMOUTH, MA, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $1.92B Form ADV · Item 5.F
- Client accounts
- 7,457 Accounts, not individual clients
- Employees
- 52 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 483 | $1,137,262,539 | 59.2% |
| Individuals | 1,778 | $661,793,173 | 34.5% |
| Other investment advisers | 90 | $98,644,217 | 5.1% |
| Retirement plans | 8 | $16,312,103 | 0.8% |
| Corporations & businesses | Fewer than 5 | $4,359,074 | 0.2% |
| Charities | Fewer than 5 | $1,566,370 | 0.1% |
Filing source
Form ADV 2133786 · Sep 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
225 WATER ST, SUITE C210PLYMOUTH, MA, 02360, United States
CRD 174697
Filing source
Form ADV 2133786 · Sep 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.