Shorehaven Wealth Partners, LLC
Shorehaven Wealth Partners, LLC is an SEC-registered wealth manager in Red Bank, NJ with $541.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Shorehaven Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308026, SEC 801-119024, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $541.5M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Red Bank, NJ
- Employees
- 6
- Clients
- 396
- CRD
- 308026
- Ownership
- LOMBARDI, MICHAEL, CHRISTOPHER; IANNUZZELLI, SHERYL, Ann; DURSO, LAWRENCE; LOMBARDI, MICHAEL, C; DURSO, MICHAEL, LAWRENCE
How much AUM does Shorehaven Wealth Partners, LLC have?
Shorehaven Wealth Partners, LLC reported $541.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Shorehaven Wealth Partners, LLC?
Disclosed owners and executives of Shorehaven Wealth Partners, LLC include LOMBARDI, MICHAEL, CHRISTOPHER, IANNUZZELLI, SHERYL, Ann, DURSO, LAWRENCE, LOMBARDI, MICHAEL, C, DURSO, MICHAEL, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.