Bayshore Wealth Advisors
Bayshore Wealth Advisors is an SEC-registered wealth manager in Coral Gables, FL with $740.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Bayshore Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144191, SEC 801-68559, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $740.1M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 4
- Clients
- 129
- CRD
- 144191
- Ownership
- BUSTAMANTE, GABRIEL, MUNOZ; BUSTAMANTE, MARTA, CATASUS; GABRIEL M. AND MARTA C. BUSTAMANTE, AS TENANTS BY THE ENTIRETY; THE GABRIEL J. BUSTAMANTE LIVING TRUST; MUNOZ-BUSTAMANTE, GABRIEL, JOHN
How much AUM does Bayshore Wealth Advisors have?
Bayshore Wealth Advisors reported $740.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Bayshore Wealth Advisors?
Disclosed owners and executives of Bayshore Wealth Advisors include BUSTAMANTE, GABRIEL, MUNOZ, BUSTAMANTE, MARTA, CATASUS, GABRIEL M. AND MARTA C. BUSTAMANTE, AS TENANTS BY THE ENTIRETY, THE GABRIEL J. BUSTAMANTE LIVING TRUST, MUNOZ-BUSTAMANTE, GABRIEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.