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SHP WEALTH MANAGEMENT, LLC

PLYMOUTH, MA · CRD 174697 · IAPD ↗ · 508-746-2400

$1.92BRegulatory AUM
32Advisory reps
52Employees
4Clients
1-10Planning clients
0Private funds
15States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2026 — SHP WEALTH MANAGEMENT, LLC reported RAUM up 28% ($1.50B -> $1.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — SHP WEALTH MANAGEMENT, LLC reported RAUM up 36% ($1.10B -> $1.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
March 2024 — SHP WEALTH MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2024 — SHP WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($905.7M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.