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SHOREHAVEN WEALTH PARTNERS, LLC

RED BANK, NJ · CRD 308026 · IAPD ↗ · 732-447-9301

$541.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — SHOREHAVEN WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($445.3M -> $541.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2025 — SHOREHAVEN WEALTH PARTNERS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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