SHP WEALTH MANAGEMENT, LLC

PLYMOUTH, Massachusetts·3 registered advisors·CRD# 174697

SEC# 801-1086795508-746-2400

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

49

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Other: SELECTION OF OTHER ADVISERS FEES

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SHP WEALTH MANAGEMENT, LLC

3 registered advisors

Derek L.(mi Only) Gregoire

PLYMOUTH, Massachusetts

Keith Winslow Ellis

PLYMOUTH, Massachusetts

Matthew Chapman Peck

PLYMOUTH, Massachusetts

05

Office Locations

PLYMOUTH, Massachusetts

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Data sourced from SEC Form ADV filings. SHP WEALTH MANAGEMENT, LLC (CRD# 174697) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.