SourcingSourcing

SHOREHAVEN WEALTH PARTNERS, LLC

C26
CRD 308026·SEC 801-119024·RED BANK, NJ
AUM
$541.5M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHOREHAVEN WEALTH PARTNERS, LLC
CRD
308026
SEC file #
801-119024
EIN
852013503
DBA names
—

Economics

AUM
$541.5M
AUM band
$500M-$1B
AUM trajectory
'21'26
$317.3M → $541.5M▲ +71%
Client mix
Individuals Other205
Individuals High Net Worth171
Corporations20

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
3 advisors → 4 advisors▲ +33%
Primary office
RED BANK NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
twitter.com/shorehavenwp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DURSO, MICHAEL, LAWRENCE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
DURSO, MICHAEL, LAWRENCE
LOMBARDI, MICHAEL,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001844922
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-02-10
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001172661-26-001824

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
188 EAST BERGEN PLACESUITE 202RED BANK, NJ 07701
Business
188 EAST BERGEN PLACESUITE 202RED BANK, NJ 07701
Edgar EIN
852013503
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001824
13F-HR2026-02-10 · 0001172661-26-000597
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4424460
Trust Company Affiliate
No

People (5)

5
DURSO, MICHAEL, LAWRENCE
IAR · Direct Owner · 62.5%
4424460
LOMBARDI, MICHAEL,
IAR · Direct Owner · 37.5%
5251877
DURSO, LAWRENCE, NM
IAR · Direct Owner · 7.5%
852806
SHERYL Ann IANNUZZELLI
Executive Officer · 2.5%
5421607
Nikhil Agharkar
IAR
7881587