Shp Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MA. Its latest Form ADV filing, dated February 3, 2026, reports $1.9B in regulatory assets under management, 49 employees, 5 offices, and 7,457 accounts.
Assets Under Management
$1.9B
Employees
49
Offices
5 offices
Total Clients
2,364
Primary office
PLYMOUTH, MA
225 WATER ST, SUITE C210, PLYMOUTH, MA, United States
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
1,778
2
HNWI
20.4%
483
3
Other Advisers
3.8%
90
4
Pension Plans
0.3%
8
5
Corporations
0.2%
4
Additional categories (<0.1%)
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of February 3, 2026
Discretionary93.7%
$1.8B
94% of total RAUM93.7%
Non-discretionary6.3%
$122M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts7,457
10Y AUM Change+$1.8B (+1535.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees49
Clients per Employee48:1
10Y Employee Change+34 (+226.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.