SHP WEALTH MANAGEMENT, LLC

225 Water St
Suite C210
Plymouth, Massachusetts 02360
Tel: 508-746-2400

About SHP WEALTH MANAGEMENT, LLC

SHP WEALTH MANAGEMENT, LLC, formally registered with the SEC as SHP WEALTH MANAGEMENT, LLC. The firm was established in 11/29/2016. They have over 6 offices throughout the country.

SHP WEALTH MANAGEMENT, LLC is a Plymouth, Massachusetts based Financial Planning firm with nearly $1,097,350,737 assets under management, offering retirement planning & investment advisory services to 5758 clients. The firm is staffed with 49 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174697
SEC#	801-108679
Assets Managed by Firm	$1,097,350,737
No. of Clients	5758
No. of Advisors	49

Fee Structure

A percentage of AUM
Hourly charges
Other (SELECTION OF OTHER ADVISERS FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5758	$1,097,350,737
Individuals (other than high net worth individuals)	1990	$623,637,701
High net worth individuals	199	$400,520,571
Pension and profit sharing plans	42	$23,878,063
Charitable organizations	2	$852,241
Other investment advisers	59	$27,448,135
Corporations or other businesses	23	$21,014,026

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GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
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