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SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026File 801-119024
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$541.5M
Above cohort median (national)
Discretionary AUM
$541.5M
Clients
396
1,303 accounts
Employees
6
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 10, 2020
- Principal office
- 188 EAST BERGEN PLACE, SUITE 202, RED BANK, NJ, 07701
- Phone
- 732-447-9301
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $541.5M
- Discretionary AUM
- $541.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,303
- Non-discretionary accounts
- 0
- Total accounts
- 1,303
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $42.5M |
| High net worth individuals | 171 | $427.7M |
| Individuals (other than high net worth individuals) | 205 | $71.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 372 | 396 | increased by24 |
| Apr 1, 2026 | AUM | $445,317,918 | $541,514,920 | increased by$96,197,002 |
| Apr 1, 2026 | Accounts | 1,262 | 1,303 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 304 | 372 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $381,028,860 | $445,317,918 | increased by$64,289,058 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 963 | 1,262 | increased by299 |
| Apr 1, 2022 | Clients | 264 | 304 | increased by40 |
| Apr 1, 2022 | AUM | $345,941,558 | $381,028,860 | increased by$35,087,302 |
| Apr 1, 2022 | Accounts | 851 | 963 | increased by112 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SHOREHAVEN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHOREHAVEN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.