| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Nm Durso Control | Founding Partner, Managing Member And Chairman | 5-10% | 2022 |
| Michael Christopher Lombardi Control | Founding Partner, Managing Member And Chief Planning Officer | 25-50% | 2020 |
| Michael Lawrence Durso Control | Founding Partner, Managing Member, Ceo And Chief Investment Officer | 50-75% | 2022 |
Shorehaven Wealth Partners, LLC reports $445.3 million in regulatory assets under management on its Form ADV.
Shorehaven Wealth Partners, LLC reports 5 employees.
Shorehaven Wealth Partners, LLC is based in Red Bank, NJ and has been SEC-registered since 2020.
Shorehaven Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 188 East Bergen Place, Suite 202, Red Bank, NJ 07701 |
| Phone | 732-447-9301 |
| Fax | 551-278-0688 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1844922 |
| Discloses disciplinary history | No |
| Discretionary | $445.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $445.3M |