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SHOREHAVEN WEALTH PARTNERS, LLC

188 East Bergen Place
Suite 202
Red Bank, New Jersey 07701
Tel: 732-447-9301

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About SHOREHAVEN WEALTH PARTNERS, LLC

SHOREHAVEN WEALTH PARTNERS, LLC, formally registered with the SEC as SHOREHAVEN WEALTH PARTNERS, LLC. The firm was established in 07/10/2020. They have over 1 offices throughout the country.

SHOREHAVEN WEALTH PARTNERS, LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $400,868,341 assets under management, offering retirement planning & investment advisory services to 1106 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#308026
SEC#801-119024
Assets Managed by Firm$400,868,341
No. of Clients1106
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1106$400,868,341
Individuals (other than high net worth individuals)199$63,636,288
High net worth individuals126$305,664,441
Corporations or other businesses21$31,567,612

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