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| Happy Holidays!! thanks for using AUM13F!! |
| SHP Wealth Management LLC
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|---|---|
| CRD # | 174697 |
| SEC # | 801-108679 |
| CIK # | |
| AUM | $1.5 B (2025-04-24) |
| Employees | 51 (57% Investors, 0% Brokers) |
| Phone | 508-746-2400 |
| Address | 225 Water St Plymouth, MA 02360 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,562 | 518.5 |
| (b) Individuals (high net worth individuals) | 407 | 872.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 25.3 |
| (h) Charitable organizations | 2 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 198 | 71.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 7,093 | 1,496.9 |
| By Discretionary | ||
| Discretionary | 6,813 | 1,396.4 |
| Non-Discretionary | 280 | 100.5 |
| Total | 7,093 | 1,496.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,496.9 | |
| Total | 7,093 | 1,496.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weatherly Asset Management LP
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|
CA | 1.5 |
|
Analyst Portfolio Management Ltd
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|
1.5 | |
|
M Financial Asset Management Inc
✚
|
OR | 1.5 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.5 |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1.5 |
|
Independence Square Holdings LLC
✚
|
PA | 1.5 |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1.5 |
|
HBW Advisory Services LLC
✚
|
CA | 1.5 |
|
ERN Financial LLC
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|
WI | 1.5 |
|
Clear Creek Financial Management LLC
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|
WA | 1.5 |