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BAYSHORE WEALTH ADVISORS
BAYSHORE ASSET MANAGEMENT, LLC
CRD 144191 · SEC 801-68559
121 ALHAMBRA PLAZA, SUITE 1210, CORAL GABLES, FL, 33134, United States
Phone
786-888-9400
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$740.1M
Discretionary AUM
$738.3M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $11.2M |
| High net worth individuals | 94 | $697.4M |
| Pension/profit sharing plans | 1 | $296K |
| Corporations/business entities | 3 | $31.1M |
States served
LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD