Shp Wealth Management, Llc, MA — Investment Adviser | BuildTrust

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SHP WEALTH MANAGEMENT, LLC

Investment AdvicePLYMOUTH, MA

Assets Under Management

$1.5B

Total AUM

Donut chart: Discretionary 1.4B, Non-Discretionary 100.5M
Category	Value
Discretionary	1.4B
Non-Discretionary	100.5M

Adviser Information

Field	Value
CRD Number	174697
SEC Number	801-108679
Street Address	225 WATER ST
Street Address 2	SUITE C210
Location	PLYMOUTH, MA 02360
Country	United States
Phone	508-746-2400
Total Employees	51

Client Count by Type (2,208 Total)

Horizontal bar chart: Individuals (other than H… 1,562, High Net Worth Individual… 407, Other Investment Advisers 198, Corporations/Businesses 26, Pension/Profit Sharing Pl… 13, Charitable Organizations 2
Category	Value
Individuals (other than H…	1,562
High Net Worth Individual…	407
Other Investment Advisers	198
Corporations/Businesses	26
Pension/Profit Sharing Pl…	13
Charitable Organizations	2