BAYSHORE WEALTH ADVISORS

Legal name: BAYSHORE ASSET MANAGEMENT, LLC

CRD 144191File 801-68559

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$740.1M

Above cohort median (national)

Discretionary AUM

$738.3M

Non-discretionary $1.8M

Clients

129

419 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Nov 13, 2007
Principal office: 121 ALHAMBRA PLAZA, SUITE 1210, CORAL GABLES, FL, 33134
Phone: 786-888-9400
Website: HTTP://WWW.BAYSHOREWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $740.1M
Discretionary AUM: $738.3M
Non-discretionary AUM: $1.8M
Discretionary accounts: 417
Non-discretionary accounts: 2
Total accounts: 419
AUM per client: $5.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$31.1M
High net worth individuals	94	$697.4M
Pension and profit sharing plans	Fewer than 5	$296K
Individuals (other than high net worth individuals)	31	$11.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.