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SHORE MORGAN YOUNG WEALTH STRATEGIES

NEW ALBANY, OH · CRD 298682 · IAPD ↗ · shoremorganyoung.com · (614) 888-2117

$615.0MRegulatory AUM
10Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — SHORE MORGAN YOUNG WEALTH STRATEGIES (NEW ALBANY, OH) left the SEC roster (was $615.0M RAUM, 10 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
67
April 2024 — SHORE MORGAN YOUNG WEALTH STRATEGIES reports 251-500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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