Shp Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

174697

SEC number

801-108679

Firm type

RIA

Assets under management

$1.9B as of Jun 1, 2026

Website

www.facebook.com/SHPFINANCIAL ↗

Phone

508-746-2400

Address

225 Water St, Plymouth, MA, 02360

Advisors at this firm

32 in our index · page 1 of 1

• Aidan Vito AroneCRD 7338253 · Plymouth, MA
  IA RegisteredRegistration inactive
• Katherine Patricia BakerCRD 6396431 · Plymouth, MA
  IA Registered
• Jack Paul BettleCRD 7672634 · Plymouth, MA
  IA RegisteredRegistration inactive
• Michael J BagniCRD 7774105 · Plymouth, MA
  IA Registered
• Kyle BrittonCRD 6588859 · Plymouth, MA
  IA RegisteredRegistration inactive
• Colin Patrick CroninCRD 7725692 · Plymouth, MA
  IA RegisteredRegistration inactive
• Keith Winslow EllisCRD 6441180 · Plymouth, MA
  IA Registered
  Disclosure event(s) on record
• Anthony J FinocchiaroCRD 6674790 · Plymouth, MA
  IA Registered
• Derek L.(Mi Only) GregoireCRD 6384801 · Plymouth, MA
  IA Registered
  Disclosure event(s) on record
• Michael A GuthrieCRD 2968177 · Plymouth, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Raphael HannaCRD 7268990 · Plymouth, MA
  IA RegisteredRegistration inactive
• David A HathawayCRD 5838143 · Plymouth, MA
  IA RegisteredRegistration inactive
• Cameron Joseph IarrobinoCRD 6782605 · Plymouth, MA
  IA Registered
• Owen Michael ImparatoCRD 6713205 · Plymouth, MA
  IA RegisteredRegistration inactive
• Mark Stewart KenneyCRD 5844639 · Plymouth, MA
  IA RegisteredRegistration inactive
• Paul Michael KittredgeCRD 8063569 · Plymouth, MA
  IA Registered
• Joshua Richard KosinskiCRD 7739239 · Plymouth, MA
  IA Registered
• Marci Porter LucierCRD 4170223 · Plymouth, MA
  IA Registered
  Disclosure event(s) on record
• Natalia C. ManningCRD 3122269 · Plymouth, MA
  IA RegisteredRegistration inactive
• Jonathan Francis MorrisonCRD 7597066 · Plymouth, MA
  IA RegisteredRegistration inactive
• Nicholas Errold NelsonCRD 6209581 · Plymouth, MA
  IA Registered
• Alina OsokhovskaCRD 7649098 · Plymouth, MA
  IA Registered
• Matthew Chapman PeckCRD 6128514 · Plymouth, MA
  IA Registered
  Disclosure event(s) on record
• Bradley ParilloCRD 7821589 · Plymouth, MA
  IA Registered
• Zachary Scott PerkinsCRD 6962659 · Plymouth, MA
  IA RegisteredRegistration inactive
• Patrick Michael RandallCRD 5429822 · Plymouth, MA
  IA Registered
• Chase Andrew ReardonCRD 6956195 · Plymouth, MA
  IA Registered
• Rafael Gregory ReyesCRD 7283017 · Plymouth, MA
  IA Registered
• Laura RussoCRD 7954688 · Plymouth, MA
  IA Registered
• Joshua Paul SantosCRD 7890708 · Plymouth, MA
  IA RegisteredRegistration inactive
• James Patrick SferrazzaCRD 7694200 · Plymouth, MA
  IA Registered
• Christopher Paul WillisCRD 7429569 · Plymouth, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.