Owen Michael Imparato
Investment adviser representative at Shp Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Shp Financial, LLCFeb 2022 to now
- Shp Wealth Management, LLCMar 2020 to now
- Gwfs Equities, Inc.Oct 2016 to now
- Empower RetirementOct 2016 to Sep 2019
- Boston Red SoxMar 2015 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Shp Wealth Management, LLC
$1.9BAssets managed
2,364Clients
32Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6713205
- Firm CRD
- 174697