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SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026 · SEC 801-119024
188 EAST BERGEN PLACE, SUITE 202, RED BANK, NJ, 07701, United States
Phone
732-447-9301
Fax
551-278-0688
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$541.5M
Discretionary AUM
$541.5M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $71.3M |
| High net worth individuals | 171 | $427.7M |
| Corporations/business entities | 20 | $42.5M |
States served
CA, MA, NJ, NY, NC, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD