ShoreHaven Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
ShoreHaven Wealth Partners reports 396 clients. They include 205 individual clients, 171 high-net-worth individuals, and 20 corporations and other businesses. Of its assets, 100.0% ($542M across 1,303 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 13% |
| High-net-worth individuals | 43% | 79% |
| Corporations and other businesses | 5% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 205 | $71.3M | 13.2% | $348K |
| High-net-worth individuals | 171 | $428M | 79.0% | $2.5M |
| Corporations and other businesses | 20 | $42.5M | 7.8% | $2.12M |
| Total | 396 | $542M | 100% | $1.37M |
- Clients
- 205
- Regulatory AUM
- $71.3M
- AUM share
- 13.2%
- Avg. per client
- $348K
- Clients
- 171
- Regulatory AUM
- $428M
- AUM share
- 79.0%
- Avg. per client
- $2.5M
- Clients
- 20
- Regulatory AUM
- $42.5M
- AUM share
- 7.8%
- Avg. per client
- $2.12M
Total
- Clients
- 396
- Regulatory AUM
- $542M
- AUM share
- 100%
- Avg. per client
- $1.37M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
ShoreHaven Wealth Partners charges 0.60%–1.50% a year for its Investment Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone fixed fees are negotiable and generally range from $1,000 to $10,000.
- Retirement Plan Consulting
- Fixed project-based or asset-based fee, individually negotiated for each plan engagement.
Michael Durso owns 50% to 75% of ShoreHaven Wealth Partners. The leadership team of ShoreHaven Wealth Partners includes Chief Investment Officer Michael Durso and Chief Compliance Officer Sheryl Iannuzzelli. It has 6 employees, 4 of them in advisory roles.
Leadership
- Sheryl IannuzzelliChief Compliance Officer, Director of Relationship Management
- Lawrence DursoFounding Partner, Managing Member and Chairman
- Michael DursoFounding Partner, Managing Member, CEO and Chief Investment Officer
- Michael LombardiFounding Partner, Managing Member and Chief Planning Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Jonathan Chou
- Lawrence NM Durso
- Michael Lawrence Durso
- Michael Christopher Lombardi
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Shorehaven Wealth Partners, LLC
Michael Durso
Control person · since July 2022
- Owns 25% to 50% of Shorehaven Wealth Partners, LLC
Michael Lombardi
Control person · since July 2020
- Owns 5% to 10% of Shorehaven Wealth Partners, LLC
Lawrence Durso
Control person · since July 2022
ShoreHaven Wealth Partners’ regulatory assets grew 1.6× from $346M (May 2021) to $542M (July 2026); clients rose from 264 to 396 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $542M | 396 | 6 | 1 |
| April 2025 | $445M | 372 | 5 | 1 |
| March 2024 | $401M | 346 | 5 | 1 |
| April 2023 | $361M | 324 | 5 | 1 |
| March 2022 | $381M | 304 | 4 | 1 |
| May 2021 | $346M | 264 | 4 | 1 |
Besides its headquarters, ShoreHaven Wealth Partners has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 188 East Bergen Place, Suite 202, Red BankHQ
Contact and registration details
- Legal name
- Shorehaven Wealth Partners, LLC
- Headquarters
- 188 East Bergen Place, Suite 202, Red Bank, NJ 07701
- Website
- shorehavenwealth.com
- Phone
- 732-447-9301
- @shorehaven-wealth-partners
- SEC file
- 801-119024
- Structure
- Delaware LLC
- Fiscal year end
- December
ShoreHaven Wealth Partners uses Fidelity ($535M) as custodian for its separately managed accounts. ShoreHaven Wealth Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $535M100%
At year end, ShoreHaven Wealth Partners’ separately managed accounts were mostly in funds (60%) and bonds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $318M across 106 positions; the largest are iShares TR (16.1%), American Centy ETF TR (10.7%) and Blackrock ETF Trust (6.5%).
What the accounts hold
- Stocks8%
- Funds60%
- Registered funds59%
- Pooled vehicles1%
- Bonds29%
- State and local bonds28%
- Investment grade corporate bonds1%
- Cash3%
Reported 13F holdings
- $318M
- Reported 13F value
- 106
- Positions
- 52.9%
- In the 10 largest
- +14.2%
- Value vs. prior quarter
- iShares TR · S&P 500 Grwt ETF16.1%
- American Centy ETF TR · US Large Cap Vlu10.7%
- Blackrock ETF Trust · iShares US Equit6.5%
- Blackrock ETF Trust · Isha IN Ctry ETF3.7%
- Blackrock ETF Trust · Isha I IN TE ETF3.5%
- American Centy ETF TR · Avantis Emgmkt3.1%
- Wisdomtree TR · Glob EX US QU FD2.6%
- Apple Inc.2.3%
- iShares TR · Rus Top 200 ETF2.3%
- SPDR Series Trust · ST Str Sp1500vt2.2%
Together, the ten largest are 52.9% of reported value.
How many clients does ShoreHaven Wealth Partners have?
ShoreHaven Wealth Partners has 396 clients and manages $542 million for them, as of July 2026. They include 205 individual clients, 171 high-net-worth individuals, and 20 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does ShoreHaven Wealth Partners offer?
ShoreHaven Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does ShoreHaven Wealth Partners charge?
ShoreHaven Wealth Partners charges 0.60%–1.50% a year for its Investment Management. The fee is billed in arrears and is negotiable.
Source: BROCHURE FOR SHOREHAVEN WEALTH PARTNERS, LLC, filed 1 July 2026
Which custodians does ShoreHaven Wealth Partners use?
ShoreHaven Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $535M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does ShoreHaven Wealth Partners have?
ShoreHaven Wealth Partners has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ShoreHaven Wealth Partners invest in?
At the end of its last fiscal year, ShoreHaven Wealth Partners’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 28% state and local bonds, 8% exchange-traded equities, 3% cash and equivalents, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ShoreHaven Wealth Partners?
ShoreHaven Wealth Partners’ direct owners are Lawrence Durso (5% to 10%), Michael Lombardi (25% to 50%) and Michael Durso (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does ShoreHaven Wealth Partners get paid?
ShoreHaven Wealth Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact ShoreHaven Wealth Partners?
ShoreHaven Wealth Partners’ main office is at 188 East Bergen Place, Suite 202, Red Bank, NJ 07701. Its phone number is 732-447-9301. Its website is shorehavenwealth.com.