SHP Wealth Management LLC

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SHP Wealth Management LLC
CRD #174697
SEC #801-108679
CIK #
AUM $629.7 MM (70% Disc, 100% US, 2021-03-20)
Employees 33 (42% Investors, 0% Brokers)
Phone508-746-2400
Address225 Water St
Plymouth, MA 02360
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
70056042028014002009201320172022
Comparable Firms State AUM ($BB)
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MO 0.6
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0.6
Twelve Points Wealth Management LLC
MA 0.6
Cove Street Capital LLC
CA 0.6
Dixon Hubard Feinour & Brown Inc
VA 0.6
SCF Private Wealth Holdings LLC
TX 0.6
Dale K Ehrhart Inc
FL 0.6
Strategic Wealth Management Inc
WA 0.6
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