# SHP WEALTH MANAGEMENT, LLC

SHP WEALTH MANAGEMENT, LLC of PLYMOUTH, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 174697
- Type: SEC-registered investment adviser
- SEC file number: 801-108679
- Location: 225 WATER ST, SUITE C210, PLYMOUTH, MA, 02360
- Phone: 508-746-2400
- Latest filing: 2026-07-08
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $121.8M
- Clients: 52
- Accounts: 7,457

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Disclosures (14)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174697/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174697/similar
- Related entities: https://search.stillhousedata.com/firm/174697/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174697

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.