Bayshore Wealth Advisors
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 144191
- Registered since
- November 13, 2007
- Website
- www.bayshorewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.24%
- Corporations / Businesses4.21%
- Individuals1.52%
- Pension & Profit Sharing Plans0.04%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bayshore Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 2007. The firm acts as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Bayshore does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Cash & Cash Equivalents14%
- Private Funds12%
- State & Local Bonds5%
- US Government Bonds3%
Contacts
3 of 3Arturo Don Duasso
Wealth AdvisorCRD 6754957
Gabriel Bustamante
PresidentCRD 4786538
Gabriel Munoz-bustamante
Investment Advisor RepCRD 5508208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$265M in ETFs
4%
$11.4M
96%
$254M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $57.1M | 816,647 | 21.52% |
Location
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 121 Alhambra Plz
- Time zone
- ET (UTC-5)
- Office locations
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