# Shorehaven Wealth Partners, LLC

> 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.

- CRD: 308026
- Filed as: SHOREHAVEN WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308026
- AdvisorCensus page: https://advisorcensus.com/firm/shorehaven-wealth-partners-llc-red-bank-nj-308026

## Quick answers

**How is Shorehaven Wealth Partners, LLC compensated?**
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.

**Where is Shorehaven Wealth Partners, LLC located?**
Shorehaven Wealth Partners, LLC's principal office is in Red Bank, NJ, according to its Form ADV.

**Is Shorehaven Wealth Partners, LLC registered with the SEC or a state?**
Shorehaven Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308026.

**How much does Shorehaven Wealth Partners, LLC manage?**
Shorehaven Wealth Partners, LLC reports $541,514,920 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have Shorehaven Wealth Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Shorehaven Wealth Partners, LLC serve?**
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).

**Which custodians does Shorehaven Wealth Partners, LLC use?**
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.

**Does Shorehaven Wealth Partners, LLC report any disciplinary disclosures?**
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

**What changed in Shorehaven Wealth Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $445,317,918 to $541,514,920 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $541,514,920
- Discretionary: $541,514,920
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $71,286,498 |
| High net worth individuals | 171 | $427,730,047 |
| Corporations or other businesses not listed above | 20 | $42,498,375 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NC, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shorehavenwealth.com
- Facebook @ShoreHaven-Wealth-Partners-106463337817564
- Instagram @shorehavenwp
- LinkedIn @shorehaven-wealth-partners
- X @ShoreHavenWP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $345,941,558 | 4 | May 6, 2021 |
| October 2022 | $381,028,860 | 4 | September 29, 2022 |
| October 2023 | $361,431,089 | 5 | April 11, 2023 |
| October 2024 | $400,868,341 | 5 | March 6, 2024 |
| October 2025 | $445,317,918 | 5 | April 3, 2025 |
| October 2026 | $541,514,920 | 6 | July 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $445,317,918 to $541,514,920 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shorehaven Wealth Partners, LLC (CRD 308026): Form ADV filing data as of October 2026.