SHP WEALTH MANAGEMENT, LLC of PLYMOUTH, MA is an SEC-registered investment adviser (CRD 174697). Regulatory assets under management: $1.9B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Derek LMi Only Gregoire | DIRECTOR/MEMBER; VICE PRESIDENT/MEMBER | — |
| Matthew Chapman Peck | CHIEF COMPLIANCE OFFICER/MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER/MEMBER | — |
| Keith Winslow Ellis | DIRECTOR/MEMBER | — |
| PECK MATTHEW CHAPMAN | OWNER; OWNER/MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER/MEMBER | — |
| ELLIS KEITH WINSLOW | DIRECTOR/MEMBER; OWNER; OWNER/MEMBER | — |
| GREGOIRE DEREK LMI ONLY | OWNER/MEMBER; VICE PRESIDENT/MEMBER | — |
| GREGOIRE DEREK L | OWNER; VICE PRESIDENT/MEMBER | — |
| Derek L.(Mi Only) Gregoire | DIRECTOR/MEMBER; VICE PRESIDENT/MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |