Owen
Imparato
Shp Wealth Management, LLC
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About this Advisor
Owen Imparato is a financial advisor based out of Plymouth, Massachusetts with a total of 1 year of industry experience. Imparato is an employee of Shp Wealth Management, LLC. Throughout their career, they have worked at Gwfs Equities, Inc, Boston Red Sox, Longlead Construction, Sacred Heart School, Mama Mia'S Restaurant & Catering, Emmanuel College, Empower Retirement, Shp Wealth Management, LLC and Shp Financial, LLC. Imparato has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Shp Wealth Management, LLC is a business operating out of Plymouth, MA. The firm has offices in five locations and a total of 42 people on staff. It oversees $906 million in assets across its 5,079 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 5,079 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. Shp Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on the type of financial services. However, fee types billed by Shp Wealth Management, LLC likely are comprised of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shp Wealth Management, LLC Brokerage Details
$905,687,204
42
5,079
$178,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Owen Imparato Work History
Owen has been registered as a financial advisor for 1 years.*
Shp Financial, LLC
Shp Wealth Management, LLC
Gwfs Equities, Inc
Empower Retirement
Boston Red Sox
Sacred Heart School
Longlead Construction
Emmanuel College
Mama Mia'S Restaurant & Catering
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Owen Imparato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shp Wealth Management, LLC
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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