SHOREHAVEN WEALTH PARTNERS, LLC
CRD #308026 SEC #801-119024 RED BANK, NJ 732-447-9301
SEC Registered
Total AUM
$445.3M
Discretionary
$445.3M
Employees
5
Clients
0
Accounts
1,262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $445.3M | $445.3M | $0 | 5 | 0 |
| Apr 2025 | $445.3M | $445.3M | $0 | 5 | 0 |
| Mar 2025 | $445.3M | $445.3M | $0 | 5 | 0 |
| Jan 2025 | $400.9M | $400.9M | $0 | 5 | 0 |
| Mar 2024 | $400.9M | $400.9M | $0 | 5 | 0 |
| Oct 2023 | $361.4M | $342M | $19.4M | 5 | 0 |
| Apr 2023 | $361.4M | $342M | $19.4M | 5 | 0 |
| Feb 2023 | $361.4M | $342M | $19.4M | 5 | 0 |
| Sep 2022 | $381M | $360M | $21M | 4 | 0 |
| Mar 2022 | $381M | $360M | $21M | 4 | 0 |
| Jan 2022 | $345.9M | $325.3M | $20.6M | 4 | 0 |
| May 2021 | $345.9M | $325.3M | $20.6M | 4 | 0 |
| Feb 2021 | $345.9M | $325.3M | $20.6M | 4 | 0 |
| Jan 2021 | $317.3M | $317.3M | $0 | 4 | 0 |
| Dec 2020 | $317.3M | $317.3M | $0 | 4 | 0 |
| Nov 2020 | $317.3M | $317.3M | $0 | 4 | 0 |
| Jul 2020 | $0 | $0 | $0 | 4 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$400.9M
Discretionary$400.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$400.9M
Discretionary$400.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$361.4M
Discretionary$342M
Non-Disc.$19.4M
Employees5
Clients0
DateApr 2023
Total AUM$361.4M
Discretionary$342M
Non-Disc.$19.4M
Employees5
Clients0
DateFeb 2023
Total AUM$361.4M
Discretionary$342M
Non-Disc.$19.4M
Employees5
Clients0
DateSep 2022
Total AUM$381M
Discretionary$360M
Non-Disc.$21M
Employees4
Clients0
DateMar 2022
Total AUM$381M
Discretionary$360M
Non-Disc.$21M
Employees4
Clients0
DateJan 2022
Total AUM$345.9M
Discretionary$325.3M
Non-Disc.$20.6M
Employees4
Clients0
DateMay 2021
Total AUM$345.9M
Discretionary$325.3M
Non-Disc.$20.6M
Employees4
Clients0
DateFeb 2021
Total AUM$345.9M
Discretionary$325.3M
Non-Disc.$20.6M
Employees4
Clients0
DateJan 2021
Total AUM$317.3M
Discretionary$317.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$317.3M
Discretionary$317.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$317.3M
Discretionary$317.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0