Shp Wealth Management, LLC is a large advisory firm based in Plymouth. It manages $291.95 million of regulatory assets for 3,584 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, Rhode Island, and Texas.
Shp Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Shp Wealth Management, LLC is $291.95 million. The firm's AUM has grown by 190% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Shp Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Matthew Chapman Peck is individuals with 785 clients and $175.03 million of assets under management. Among the 11 most similar advisory firms, Shp Wealth Management has the 4th highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $291.95 million for 870 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Shp Wealth Management doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Matthew Chapman Peck has been acting as President since 1 Dec 2014. Llc Keith Ellis & Associates joined the executive team most recently as the Owner/Member.
The principal office where Shp Wealth Management, LLC performs its advisory services is located at 225 Water St, Plymouth, MA 02360, which is also the mailing address of the firm. An additional office of the firm is in Braintree, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-746-2400 or by fax 508-746-2415. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at shpfinancial.com.