SHORELINE ASSET MANAGEMENT, LLC
Legal name: SHORELINE WEALTH ADVISORS
CRD #121764 SEC #801-112736 NEW CASTLE, IN 765-593-2487
SEC Registered
Total AUM
$245M
Discretionary
$245M
Employees
10
Clients
101
Accounts
712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $245M | $245M | $0 | 10 | 0 |
| Jan 2025 | $220.4M | $220.4M | $0 | 10 | 0 |
| Mar 2024 | $220.4M | $220.4M | $0 | 10 | 0 |
| Dec 2023 | $212.5M | $212.5M | $0 | 11 | 0 |
| Mar 2023 | $212.5M | $212.5M | $0 | 11 | 0 |
| May 2022 | $222.6M | $222.6M | $0 | 10 | 17 |
| Mar 2022 | $222.6M | $222.6M | $0 | 9 | 17 |
| Feb 2022 | $197.1M | $196.3M | $799.8K | 9 | 21 |
| Sep 2021 | $197.1M | $196.3M | $799.8K | 10 | 21 |
| Sep 2021 | $197.1M | $196.3M | $799.8K | 11 | 21 |
| Mar 2021 | $197.1M | $196.3M | $799.8K | 11 | 21 |
| Feb 2021 | $197.1M | $196.3M | $799.8K | 11 | 21 |
| Nov 2020 | $177.7M | $177.7M | $0 | 11 | 0 |
| Oct 2020 | $177.7M | $177.7M | $0 | 11 | 0 |
| Jun 2020 | $177.7M | $177.7M | $0 | 11 | 0 |
| Jun 2020 | $177.7M | $177.7M | $0 | 11 | 0 |
| Mar 2020 | $177.7M | $177.7M | $0 | 11 | 0 |
| Mar 2020 | $177.7M | $177.7M | $0 | 11 | 0 |
| Mar 2019 | $158.9M | $158.9M | $0 | 11 | 0 |
| Feb 2019 | $158.9M | $158.9M | $0 | 11 | 0 |
| Jul 2018 | $132.1M | $132.1M | $0 | 10 | 0 |
| Mar 2018 | $132.1M | $132.1M | $0 | 10 | 0 |
| Mar 2012 | $57.7M | $57.7M | $0 | 1 | 200 |
| Mar 2012 | $57.7M | $57.7M | $0 | 1 | 200 |
| Mar 2009 | $31.9M | $31.9M | $0 | 5 | -- |
| May 2007 | $43.9M | $43.9M | $0 | 5 | -- |
| Mar 2007 | $55.8M | $55.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees10
Clients0
DateDec 2023
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees11
Clients0
DateMay 2022
Total AUM$222.6M
Discretionary$222.6M
Non-Disc.$0
Employees10
Clients17
DateMar 2022
Total AUM$222.6M
Discretionary$222.6M
Non-Disc.$0
Employees9
Clients17
DateFeb 2022
Total AUM$197.1M
Discretionary$196.3M
Non-Disc.$799.8K
Employees9
Clients21
DateSep 2021
Total AUM$197.1M
Discretionary$196.3M
Non-Disc.$799.8K
Employees10
Clients21
DateSep 2021
Total AUM$197.1M
Discretionary$196.3M
Non-Disc.$799.8K
Employees11
Clients21
DateMar 2021
Total AUM$197.1M
Discretionary$196.3M
Non-Disc.$799.8K
Employees11
Clients21
DateFeb 2021
Total AUM$197.1M
Discretionary$196.3M
Non-Disc.$799.8K
Employees11
Clients21
DateNov 2020
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees11
Clients0
DateFeb 2019
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees11
Clients0
DateJul 2018
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2012
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2009
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55.8M
Discretionary$55.8M
Non-Disc.$0
Employees5
Clients--