{ "crd_number": 308026, "slug": "shorehaven-wealth-partners-llc-red-bank-nj-308026", "primary_business_name": "SHOREHAVEN WEALTH PARTNERS, LLC", "legal_name": "SHOREHAVEN WEALTH PARTNERS, LLC", "dbas": [], "city": "Red Bank", "state": "NJ", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-07-10", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-07-01", "carried_forward": false, "raum_total": 541514920.0, "raum_discretionary": 541514920.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 6, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 71286498.0, "count": 205 }, "high_net_worth_individuals": { "raum": 427730047.0, "count": 171 }, "corporations_other_businesses": { "raum": 42498375.0, "count": 20 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CT", "FL", "MA", "NC", "NJ", "NY", "PA", "TX", "VA" ], "websites": [ "https://facebook.com/ShoreHaven-Wealth-Partners-106463337817564", "https://instagram.com/shorehavenwp", "https://linkedin.com/company/shorehaven-wealth-partners", "https://shorehavenwealth.com", "https://twitter.com/ShoreHavenWP" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308026", "city_as_filed": "RED BANK", "url": "https://advisorcensus.com/firm/shorehaven-wealth-partners-llc-red-bank-nj-308026", "display_name": "Shorehaven Wealth Partners, LLC", "summary": "Shorehaven Wealth Partners, LLC is an SEC-registered investment advisory firm in Red Bank, NJ, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.", "citation": "AdvisorCensus. Shorehaven Wealth Partners, LLC (CRD 308026): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Shorehaven Wealth Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Shorehaven Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Shorehaven Wealth Partners, LLC located?", "a": "Shorehaven Wealth Partners, LLC's principal office is in Red Bank, NJ, according to its Form ADV." }, { "q": "Is Shorehaven Wealth Partners, LLC registered with the SEC or a state?", "a": "Shorehaven Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308026." }, { "q": "How much does Shorehaven Wealth Partners, LLC manage?", "a": "Shorehaven Wealth Partners, LLC reports $541,514,920 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary)." }, { "q": "How have Shorehaven Wealth Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Shorehaven Wealth Partners, LLC: Regulatory assets under management: $345,941,558 in the October 2021 data and $541,514,920 in the October 2026 data, up 57%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Shorehaven Wealth Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (205); high net worth individuals (171); corporations or other businesses not listed above (20)." }, { "q": "Which custodians does Shorehaven Wealth Partners, LLC use?", "a": "Shorehaven Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Shorehaven Wealth Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308026" }, { "q": "What changed in Shorehaven Wealth Partners, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $445,317,918 to $541,514,920 (+22%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 345941558.0, "total_employees": 4, "filing_date": "2021-05-06" }, { "period": "2022-10-01", "regulatory_assets_under_management": 381028860.0, "total_employees": 4, "filing_date": "2022-09-29" }, { "period": "2023-10-01", "regulatory_assets_under_management": 361431089.0, "total_employees": 5, "filing_date": "2023-04-11" }, { "period": "2024-10-01", "regulatory_assets_under_management": 400868341.0, "total_employees": 5, "filing_date": "2024-03-06" }, { "period": "2025-10-01", "regulatory_assets_under_management": 445317918.0, "total_employees": 5, "filing_date": "2025-04-03" }, { "period": "2026-10-01", "regulatory_assets_under_management": 541514920.0, "total_employees": 6, "filing_date": "2026-07-01" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $445,317,918 to $541,514,920 (+22%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/shorehaven-wealth-partners-llc-red-bank-nj-308026.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 205, "fewer_than_5": false, "raum": 71286498.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 171, "fewer_than_5": false, "raum": 427730047.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 20, "fewer_than_5": false, "raum": 42498375.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308026", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }