Shorehaven Wealth Partners, LLC
● SEC registered since 2020CRD 308026SEC# 801-119024Red Bank, NJ
Reg. AUM
$541.5M
Employees
6
Accounts
1,303
Location
Red Bank, NJ
Shorehaven Wealth Partners, LLC assets under management
Shorehaven Wealth Partners, LLC operates as an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2020. It reports $541.5 million in regulatory assets under management and employs 6 people.
Shorehaven Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Nm Durso Control | Founding Partner, Managing Member And Chairman | 5-10% | 2022 |
| Michael Christopher Lombardi Control | Founding Partner, Managing Member And Chief Planning Officer | 25-50% | 2020 |
| Michael Lawrence Durso Control | Founding Partner, Managing Member, Ceo And Chief Investment Officer | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Shorehaven Wealth Partners, LLC manage?
Shorehaven Wealth Partners, LLC reports $541.5 million in regulatory assets under management on its Form ADV.
How many employees does Shorehaven Wealth Partners, LLC have?
Shorehaven Wealth Partners, LLC reports 6 employees.
Where is Shorehaven Wealth Partners, LLC located?
Shorehaven Wealth Partners, LLC is based in Red Bank, NJ and has been SEC-registered since 2020.
Does Shorehaven Wealth Partners, LLC disclose fund performance?
Shorehaven Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 188 East Bergen Place, Suite 202, Red Bank, NJ 07701 |
| Phone | 732-447-9301 |
| Fax | 551-278-0688 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1844922 |
| Discloses disciplinary history | No |
Regulatory AUM
$541.5M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$541.5Mregulatory AUM
Discretionary $541.5M