Kestra Advisor Services Holdings C, Inc
OwnerShp Wealth Management, LLC
About Kestra Advisor Services Holdings C, Inc
Kestra Advisor Services Holdings C, Inc is listed as Owner at Shp Wealth Management, LLC in Plymouth, MA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Shp Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Kestra Advisor Services Holdings C, Inc work?
Kestra Advisor Services Holdings C, Inc is listed as Owner at Shp Wealth Management, LLC on SEC Form ADV.
How much of Shp Wealth Management, LLC does Kestra Advisor Services Holdings C, Inc own?
Form ADV reports a beneficial ownership band of Over 75%.
Shp Wealth Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2014 |