Shp Wealth Management, LLC
● SEC registered since 2016CRD 174697SEC# 801-108679Plymouth, MA
Reg. AUM
$1.92B
Employees
52
Accounts
7,457
Location
Plymouth, MA
Shp Wealth Management, LLC assets under management
Shp Wealth Management, LLC is an investment advisory firm registered with the SEC based in Plymouth, MA. The firm has been registered since 2016. It reports $1.9 billion in regulatory assets under management and employs 52 people.
Shp Wealth Management, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek L.(mi Only) Gregoire Control | Director/Member | Under 5% | 2025 |
| Keith Winslow Ellis | Director/Member | Under 5% | 2025 |
| Matthew Chapman Peck | Chief Compliance Officer/Member | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Shp Wealth Management, LLC manage?
Shp Wealth Management, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Shp Wealth Management, LLC have?
Shp Wealth Management, LLC reports 52 employees.
Where is Shp Wealth Management, LLC located?
Shp Wealth Management, LLC is based in Plymouth, MA and has been SEC-registered since 2016.
Does Shp Wealth Management, LLC disclose fund performance?
Shp Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 Water St, Suite C210, Plymouth, MA 02360 |
| Phone | 508-746-2400 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.92B▲ 75%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$1.92Bregulatory AUM
Discretionary $1.8BNon-discretionary $121.8M