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 registered investment adviser organized as an LLC and SEC-registered since 2020. The firm operates as a capital allocator for both individual and institutional clients, charging fees as a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party managers. Shorehaven does not characterize itself as an active ESG investor and is structured for a single‑owner operating model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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