BAYSHORE ASSET MANAGEMENT, LLC
Legal name: BAYSHORE WEALTH ADVISORS
CRD #144191 SEC #801-68559 CORAL GABLES, FL 786-888-9400
SEC Registered
Total AUM
$636.5M
Discretionary
$634.9M
Employees
4
Clients
0
Accounts
406
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $636.5M | $634.9M | $1.6M | 4 | 0 |
| Jul 2024 | $595.4M | $593.9M | $1.6M | 4 | 0 |
| May 2024 | $595.4M | $593.9M | $1.6M | 4 | 0 |
| Mar 2024 | $595.4M | $593.9M | $1.6M | 4 | 0 |
| Mar 2023 | $518.3M | $516.7M | $1.6M | 4 | 0 |
| Mar 2022 | $548.3M | $548.1M | $148.3K | 4 | 0 |
| Aug 2021 | $465.9M | $465.3M | $592.1K | 4 | 0 |
| Apr 2021 | $465.9M | $465.3M | $592.1K | 4 | 0 |
| Mar 2021 | $465.9M | $465.3M | $592.1K | 4 | 0 |
| Jun 2020 | $422.7M | $421.2M | $1.4M | 3 | 0 |
| Feb 2020 | $422.7M | $421.2M | $1.4M | 3 | 0 |
| Mar 2019 | $392.3M | $389.3M | $2.9M | 4 | 0 |
| Mar 2018 | $399.6M | $396.9M | $2.7M | 3 | 0 |
| Jun 2017 | $365.8M | $363.2M | $2.7M | 4 | 26 |
| Mar 2017 | $365.8M | $363.2M | $2.7M | 4 | 26 |
| Sep 2016 | $343.4M | $341M | $2.4M | 3 | 26 |
| Feb 2016 | $343.4M | $341M | $2.4M | 3 | 26 |
| Sep 2015 | $343.7M | $341.8M | $1.8M | 3 | 26 |
| Sep 2015 | $343.7M | $341.8M | $1.8M | 3 | 26 |
| Mar 2015 | $343.7M | $341.8M | $1.8M | 3 | 26 |
| Apr 2014 | $319.2M | $317.5M | $1.7M | 3 | 26 |
| Mar 2014 | $319.2M | $317.5M | $1.7M | 3 | 26 |
| Mar 2013 | $268.6M | $268.6M | $37.2K | 2 | 26 |
| Jul 2012 | $198.1M | $198M | $87.4K | 1 | 26 |
| May 2012 | $198.1M | $198M | $87.4K | 1 | 26 |
| Mar 2012 | $198.1M | $198M | $87.4K | 1 | 26 |
| Apr 2011 | $179M | $179M | $11.1K | 5 | -- |
| Apr 2011 | $179M | $179M | $11.1K | 5 | -- |
| Jan 2008 | $112.4M | $105.1M | $7.3M | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$636.5M
Discretionary$634.9M
Non-Disc.$1.6M
Employees4
Clients0
DateJul 2024
Total AUM$595.4M
Discretionary$593.9M
Non-Disc.$1.6M
Employees4
Clients0
DateMay 2024
Total AUM$595.4M
Discretionary$593.9M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2024
Total AUM$595.4M
Discretionary$593.9M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2023
Total AUM$518.3M
Discretionary$516.7M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2022
Total AUM$548.3M
Discretionary$548.1M
Non-Disc.$148.3K
Employees4
Clients0
DateAug 2021
Total AUM$465.9M
Discretionary$465.3M
Non-Disc.$592.1K
Employees4
Clients0
DateApr 2021
Total AUM$465.9M
Discretionary$465.3M
Non-Disc.$592.1K
Employees4
Clients0
DateMar 2021
Total AUM$465.9M
Discretionary$465.3M
Non-Disc.$592.1K
Employees4
Clients0
DateJun 2020
Total AUM$422.7M
Discretionary$421.2M
Non-Disc.$1.4M
Employees3
Clients0
DateFeb 2020
Total AUM$422.7M
Discretionary$421.2M
Non-Disc.$1.4M
Employees3
Clients0
DateMar 2019
Total AUM$392.3M
Discretionary$389.3M
Non-Disc.$2.9M
Employees4
Clients0
DateMar 2018
Total AUM$399.6M
Discretionary$396.9M
Non-Disc.$2.7M
Employees3
Clients0
DateJun 2017
Total AUM$365.8M
Discretionary$363.2M
Non-Disc.$2.7M
Employees4
Clients26
DateMar 2017
Total AUM$365.8M
Discretionary$363.2M
Non-Disc.$2.7M
Employees4
Clients26
DateSep 2016
Total AUM$343.4M
Discretionary$341M
Non-Disc.$2.4M
Employees3
Clients26
DateFeb 2016
Total AUM$343.4M
Discretionary$341M
Non-Disc.$2.4M
Employees3
Clients26
DateSep 2015
Total AUM$343.7M
Discretionary$341.8M
Non-Disc.$1.8M
Employees3
Clients26
DateSep 2015
Total AUM$343.7M
Discretionary$341.8M
Non-Disc.$1.8M
Employees3
Clients26
DateMar 2015
Total AUM$343.7M
Discretionary$341.8M
Non-Disc.$1.8M
Employees3
Clients26
DateApr 2014
Total AUM$319.2M
Discretionary$317.5M
Non-Disc.$1.7M
Employees3
Clients26
DateMar 2014
Total AUM$319.2M
Discretionary$317.5M
Non-Disc.$1.7M
Employees3
Clients26
DateMar 2013
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$37.2K
Employees2
Clients26
DateJul 2012
Total AUM$198.1M
Discretionary$198M
Non-Disc.$87.4K
Employees1
Clients26
DateMay 2012
Total AUM$198.1M
Discretionary$198M
Non-Disc.$87.4K
Employees1
Clients26
DateMar 2012
Total AUM$198.1M
Discretionary$198M
Non-Disc.$87.4K
Employees1
Clients26
DateApr 2011
Total AUM$179M
Discretionary$179M
Non-Disc.$11.1K
Employees5
Clients--
DateApr 2011
Total AUM$179M
Discretionary$179M
Non-Disc.$11.1K
Employees5
Clients--
DateJan 2008
Total AUM$112.4M
Discretionary$105.1M
Non-Disc.$7.3M
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--