Shp Wealth Management, LLC

Shp Wealth Management, LLC (CRD# 174697) is a financial advisory firm headquartered in Plymouth, MA. They manage $1,097,350,737 in 5,758 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
225 Water St, Suite C210, Plymouth, MA 02360
https://www.facebook.com/shpfinancial/
By the Numbers
  • Total Assets Under Management
    1,097
    MILLION
  • Total Number of Accounts
    5,758
    ACCOUNTS
  • Average Account Value
    $190,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, LA, MA, ME, NH, NY, RI, SC, TX, VT

Financial Advisors at Shp Wealth Management, LLC
Showing 21 - 21 of 21 top financial advisors.
21
Christopher Willis, financial advisor Plymouth MA
Christopher P. Willis
CRD#: 7429569
225 Water St, Suite C210, Plymouth, MA 02360

Christopher Willis (CRD# 7429569) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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