Shorehaven Wealth Partners, LLC

RIASEC RegisteredEst. 2020

Total AUM

$542M

Discretionary

$542M

100% of AUM

Avg account

$416K

Accounts

1,303

Employees

Advisory reps

Firm details

Headquarters: Red Bank, New Jersey
CRD number: 308026
Registered since: July 10, 2020
Website: www.shorehavenwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI78.99%
Individuals13.16%
Corporations / Businesses7.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Shorehaven Wealth Partners, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2020. The firm is individually owned and positions itself as a hybrid wealth manager and capital allocator serving both individual & family clients and institutional accounts. Its client engagements are fee-based (percentage of AUM) and the adviser provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of third‑party advisers. Shorehaven is not described as an active ESG investor and lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds59%
State & Local Bonds28%
Exchange Traded Equities8%
Cash & Cash Equivalents3%
Investment Grade Corp Bonds1%

Owners & executives

2 of 2

Michael Durso
Founding Partner and Chief Investment OfficerCRD 4424460
Sheryl Iannuzzelli
Director of Relationship Management, Chief Compliance OfficerCRD 5421607