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| SHP Wealth Management LLC
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|---|---|
| CRD # | 174697 |
| SEC # | 801-108679 |
| CIK # | 0001807060 |
| AUM | 1,919.9 M (2026-06-01) |
| Employees | 52 (62% Investors, 0% Brokers) |
| Phone | 508-746-2400 |
| Address | 225 Water St Plymouth, MA 02360 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.7 | ||
| Apple Inc | 16.7 | ||
| Microsoft Corp | 8.7 | ||
| Amazon Com Inc | 7.9 | ||
| Alphabet Inc | 5.9 | ||
| Facebook Inc | 4.1 | ||
| Alphabet Inc | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,778 | 661.8 |
| (b) Individuals (high net worth individuals) | 483 | 1,137.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 16.3 |
| (h) Charitable organizations | 1 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 90 | 98.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 7,457 | 1,919.9 |
| By Discretionary | ||
| Discretionary | 7,051 | 1,798.1 |
| Non-Discretionary | 406 | 121.8 |
| Total | 7,457 | 1,919.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,919.9 | |
| Total | 7,457 | 1,919.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001807060] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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