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SHORELINE WEALTH ADVISORS

NEW CASTLE, IN · CRD 121764 · IAPD ↗ · 765-593-2487

$245.0MRegulatory AUM
6Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — SHORELINE WEALTH ADVISORS (NEW CASTLE, IN) left the SEC roster (was $245.0M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2024 — SHORELINE WEALTH ADVISORS added office(s): 1 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.