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SHORE POINT ADVISORS, LLC

BRIELLE, NJ · CRD 296848 · IAPD ↗ · 732-876-3777

$327.7MRegulatory AUM
4Advisory reps
5Employees
3Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SHORE POINT ADVISORS, LLC reported RAUM up 28% ($257.0M -> $327.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — SHORE POINT ADVISORS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2024 — SHORE POINT ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — SHORE POINT ADVISORS, LLC reported RAUM up 31% ($162.8M -> $212.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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