SHP WEALTH MANAGEMENT, LLC
CRD #174697 SEC #801-108679 PLYMOUTH, MA 508-746-2400
SEC Registered Disclosures
Total AUM
$1.5B
Discretionary
$1.4B
Employees
49
Clients
1
Accounts
7,093
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.5B | $1.4B | $100.5M | 49 | 1 |
| Dec 2025 | $1.5B | $1.4B | $100.5M | 50 | 1 |
| Nov 2025 | $1.5B | $1.4B | $100.5M | 50 | 1 |
| Sep 2025 | $1.5B | $1.4B | $100.5M | 50 | 1 |
| Aug 2025 | $1.5B | $1.4B | $100.5M | 51 | 1 |
| Apr 2025 | $1.5B | $1.4B | $100.5M | 51 | 1 |
| Apr 2025 | $1.5B | $1.4B | $100.5M | 51 | 1 |
| Apr 2025 | $1.5B | $1.4B | $100.5M | 51 | 1 |
| Mar 2025 | $1.5B | $1.4B | $100.5M | 47 | 1 |
| Mar 2025 | $1.5B | $1.4B | $100.5M | 49 | 1 |
| Feb 2025 | $1.1B | $1.1B | $42.7M | 49 | 1 |
| Jan 2025 | $1.1B | $1.1B | $42.7M | 48 | 1 |
| Dec 2024 | $1.1B | $1.1B | $42.7M | 49 | 1 |
| Oct 2024 | $1.1B | $1.1B | $42.7M | 50 | 1 |
| Aug 2024 | $1.1B | $1.1B | $42.7M | 49 | 1 |
| Feb 2024 | $1.1B | $1.1B | $42.7M | 46 | 1 |
| Dec 2023 | $905.7M | $875.4M | $30.3M | 46 | 1 |
| Oct 2023 | $905.7M | $875.4M | $30.3M | 45 | 1 |
| Sep 2023 | $905.7M | $875.4M | $30.3M | 44 | 1 |
| Aug 2023 | $905.7M | $875.4M | $30.3M | 44 | 1 |
| Apr 2023 | $905.7M | $875.4M | $30.3M | 41 | 1 |
| Mar 2023 | $905.7M | $875.4M | $30.3M | 42 | 1 |
| Mar 2023 | $879.8M | $865.1M | $14.8M | 41 | 1 |
| Nov 2022 | $879.8M | $865.1M | $14.8M | 40 | 1 |
| Oct 2022 | $879.8M | $865.1M | $14.8M | 40 | 1 |
| Oct 2022 | $879.8M | $865.1M | $14.8M | 40 | 1 |
| Sep 2022 | $879.8M | $865.1M | $14.8M | 39 | 1 |
| Jul 2022 | $879.8M | $865.1M | $14.8M | 40 | 1 |
| Mar 2022 | $879.8M | $865.1M | $14.8M | 40 | 1 |
| Mar 2021 | $629.7M | $615.4M | $14.3M | 34 | 3 |
| Mar 2021 | $454.5M | $442.7M | $11.9M | 34 | 4 |
| Feb 2021 | $454.5M | $442.7M | $11.9M | 33 | 4 |
| Jan 2021 | $454.5M | $442.7M | $11.9M | 32 | 4 |
| Dec 2020 | $454.5M | $442.7M | $11.9M | 32 | 4 |
| Oct 2020 | $454.5M | $442.7M | $11.9M | 32 | 4 |
| Aug 2020 | $454.5M | $442.7M | $11.9M | 28 | 4 |
| Jun 2020 | $454.5M | $442.7M | $11.9M | 28 | 4 |
| Jun 2020 | $454.5M | $442.7M | $11.9M | 27 | 4 |
| Feb 2020 | $454.5M | $442.7M | $11.9M | 28 | 4 |
| Feb 2020 | $292M | $280.1M | $11.8M | 25 | 1 |
| Sep 2019 | $292M | $280.1M | $11.8M | 24 | 1 |
| May 2019 | $294.8M | $282.9M | $11.8M | 24 | 1 |
| Apr 2019 | $294.8M | $282.9M | $11.8M | 23 | 1 |
| Feb 2019 | $294.8M | $282.9M | $11.8M | 22 | 1 |
| Feb 2019 | $294.8M | $282.9M | $11.8M | 22 | 1 |
| Jan 2019 | $294.8M | $282.9M | $11.8M | 22 | 1 |
| Jan 2019 | $277.3M | $265.2M | $12.2M | 22 | 1 |
| Nov 2018 | $283.1M | $270.9M | $12.2M | 22 | 1 |
| Oct 2018 | $283.1M | $270.9M | $12.2M | 21 | 1 |
| Oct 2018 | $278.6M | $271.6M | $7M | 17 | 1 |
| Sep 2018 | $278.6M | $271.6M | $7M | 17 | 1 |
| Aug 2018 | $278.6M | $271.6M | $7M | 17 | 1 |
| Aug 2018 | $278.6M | $271.6M | $7M | 17 | 1 |
| Aug 2018 | $278.6M | $271.6M | $7M | 18 | 1 |
| Aug 2018 | $220.2M | $219.8M | $460K | 18 | 1 |
| Jul 2018 | $220.2M | $219.8M | $460K | 17 | 1 |
| Jun 2018 | $220.2M | $219.8M | $460K | 17 | 1 |
| May 2018 | $220.2M | $219.8M | $460K | 18 | 1 |
| May 2018 | $220.2M | $219.8M | $460K | 18 | 1 |
| Mar 2018 | $220.2M | $219.8M | $460K | 17 | 1 |
| Jan 2018 | $220.2M | $219.8M | $460K | 18 | 1 |
| Aug 2017 | $117.4M | $113.3M | $4.1M | 17 | 453 |
| Apr 2017 | $117.4M | $113.3M | $4.1M | 16 | 453 |
| Mar 2017 | $117.4M | $113.3M | $4.1M | 15 | 453 |
| Feb 2017 | $117.4M | $113.3M | $4.1M | 15 | 453 |
| Jan 2017 | $117.4M | $113.3M | $4.1M | 15 | 453 |
| Dec 2016 | $100.7M | $96.7M | $4M | 15 | 0 |
| Dec 2016 | $100.7M | $96.7M | $4M | 15 | 0 |
| Nov 2016 | $100.7M | $96.7M | $4M | 15 | 0 |
| Nov 2016 | $100.7M | $96.7M | $4M | 15 | 0 |
DateDec 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees49
Clients1
DateDec 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees50
Clients1
DateNov 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees50
Clients1
DateSep 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees50
Clients1
DateAug 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees51
Clients1
DateApr 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees51
Clients1
DateApr 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees51
Clients1
DateApr 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees51
Clients1
DateMar 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees47
Clients1
DateMar 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.5M
Employees49
Clients1
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees49
Clients1
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees48
Clients1
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees49
Clients1
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees50
Clients1
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees49
Clients1
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.7M
Employees46
Clients1
DateDec 2023
Total AUM$905.7M
Discretionary$875.4M
Non-Disc.$30.3M
Employees46
Clients1
DateOct 2023
Total AUM$905.7M
Discretionary$875.4M
Non-Disc.$30.3M
Employees45
Clients1
DateSep 2023
Total AUM$905.7M
Discretionary$875.4M
Non-Disc.$30.3M
Employees44
Clients1
DateAug 2023
Total AUM$905.7M
Discretionary$875.4M
Non-Disc.$30.3M
Employees44
Clients1
DateApr 2023
Total AUM$905.7M
Discretionary$875.4M
Non-Disc.$30.3M
Employees41
Clients1
DateMar 2023
Total AUM$905.7M
Discretionary$875.4M
Non-Disc.$30.3M
Employees42
Clients1
DateMar 2023
Total AUM$879.8M
Discretionary$865.1M
Non-Disc.$14.8M
Employees41
Clients1
DateNov 2022
Total AUM$879.8M
Discretionary$865.1M
Non-Disc.$14.8M
Employees40
Clients1
DateOct 2022
Total AUM$879.8M
Discretionary$865.1M
Non-Disc.$14.8M
Employees40
Clients1
DateOct 2022
Total AUM$879.8M
Discretionary$865.1M
Non-Disc.$14.8M
Employees40
Clients1
DateSep 2022
Total AUM$879.8M
Discretionary$865.1M
Non-Disc.$14.8M
Employees39
Clients1
DateJul 2022
Total AUM$879.8M
Discretionary$865.1M
Non-Disc.$14.8M
Employees40
Clients1
DateMar 2022
Total AUM$879.8M
Discretionary$865.1M
Non-Disc.$14.8M
Employees40
Clients1
DateMar 2021
Total AUM$629.7M
Discretionary$615.4M
Non-Disc.$14.3M
Employees34
Clients3
DateMar 2021
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees34
Clients4
DateFeb 2021
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees33
Clients4
DateJan 2021
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees32
Clients4
DateDec 2020
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees32
Clients4
DateOct 2020
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees32
Clients4
DateAug 2020
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees28
Clients4
DateJun 2020
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees28
Clients4
DateJun 2020
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees27
Clients4
DateFeb 2020
Total AUM$454.5M
Discretionary$442.7M
Non-Disc.$11.9M
Employees28
Clients4
DateFeb 2020
Total AUM$292M
Discretionary$280.1M
Non-Disc.$11.8M
Employees25
Clients1
DateSep 2019
Total AUM$292M
Discretionary$280.1M
Non-Disc.$11.8M
Employees24
Clients1
DateMay 2019
Total AUM$294.8M
Discretionary$282.9M
Non-Disc.$11.8M
Employees24
Clients1
DateApr 2019
Total AUM$294.8M
Discretionary$282.9M
Non-Disc.$11.8M
Employees23
Clients1
DateFeb 2019
Total AUM$294.8M
Discretionary$282.9M
Non-Disc.$11.8M
Employees22
Clients1
DateFeb 2019
Total AUM$294.8M
Discretionary$282.9M
Non-Disc.$11.8M
Employees22
Clients1
DateJan 2019
Total AUM$294.8M
Discretionary$282.9M
Non-Disc.$11.8M
Employees22
Clients1
DateJan 2019
Total AUM$277.3M
Discretionary$265.2M
Non-Disc.$12.2M
Employees22
Clients1
DateNov 2018
Total AUM$283.1M
Discretionary$270.9M
Non-Disc.$12.2M
Employees22
Clients1
DateOct 2018
Total AUM$283.1M
Discretionary$270.9M
Non-Disc.$12.2M
Employees21
Clients1
DateOct 2018
Total AUM$278.6M
Discretionary$271.6M
Non-Disc.$7M
Employees17
Clients1
DateSep 2018
Total AUM$278.6M
Discretionary$271.6M
Non-Disc.$7M
Employees17
Clients1
DateAug 2018
Total AUM$278.6M
Discretionary$271.6M
Non-Disc.$7M
Employees17
Clients1
DateAug 2018
Total AUM$278.6M
Discretionary$271.6M
Non-Disc.$7M
Employees17
Clients1
DateAug 2018
Total AUM$278.6M
Discretionary$271.6M
Non-Disc.$7M
Employees18
Clients1
DateAug 2018
Total AUM$220.2M
Discretionary$219.8M
Non-Disc.$460K
Employees18
Clients1
DateJul 2018
Total AUM$220.2M
Discretionary$219.8M
Non-Disc.$460K
Employees17
Clients1
DateJun 2018
Total AUM$220.2M
Discretionary$219.8M
Non-Disc.$460K
Employees17
Clients1
DateMay 2018
Total AUM$220.2M
Discretionary$219.8M
Non-Disc.$460K
Employees18
Clients1
DateMay 2018
Total AUM$220.2M
Discretionary$219.8M
Non-Disc.$460K
Employees18
Clients1
DateMar 2018
Total AUM$220.2M
Discretionary$219.8M
Non-Disc.$460K
Employees17
Clients1
DateJan 2018
Total AUM$220.2M
Discretionary$219.8M
Non-Disc.$460K
Employees18
Clients1
DateAug 2017
Total AUM$117.4M
Discretionary$113.3M
Non-Disc.$4.1M
Employees17
Clients453
DateApr 2017
Total AUM$117.4M
Discretionary$113.3M
Non-Disc.$4.1M
Employees16
Clients453
DateMar 2017
Total AUM$117.4M
Discretionary$113.3M
Non-Disc.$4.1M
Employees15
Clients453
DateFeb 2017
Total AUM$117.4M
Discretionary$113.3M
Non-Disc.$4.1M
Employees15
Clients453
DateJan 2017
Total AUM$117.4M
Discretionary$113.3M
Non-Disc.$4.1M
Employees15
Clients453
DateDec 2016
Total AUM$100.7M
Discretionary$96.7M
Non-Disc.$4M
Employees15
Clients0
DateDec 2016
Total AUM$100.7M
Discretionary$96.7M
Non-Disc.$4M
Employees15
Clients0
DateNov 2016
Total AUM$100.7M
Discretionary$96.7M
Non-Disc.$4M
Employees15
Clients0
DateNov 2016
Total AUM$100.7M
Discretionary$96.7M
Non-Disc.$4M
Employees15
Clients0