Shorehaven Wealth Partners, Llc
- Regulatory AUM
- $542M
- Discretionary
- $542M
- Clients
- 396
- Avg AUM / client
- $1.4M
- Accounts
- 1,303
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 205 | $71.3M | 13.2% |
| High net worth individuals | 171 | $428M | 79.0% |
| Corporations and other businesses | 20 | $42.5M | 7.85% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Iannuzzelli, Sheryl, Ann | Chief Compliance Officer, Director Of Relationship Management | Jul 2020 (6y) | Less than 5% | |
| Michael Christopher Lombardi | Founding Partner, Managing Member And Chief Planning Officer | CFP | Jul 2020 (6y) | 25% – 50% |
| Lawrence Nm Durso | Founding Partner, Managing Member And Chairman | Jul 2020 (6y) | 50% – 75% | |
| Michael Lawrence Durso | Founding Partner, Managing Member, Ceo And Chief Investment Officer | CFA | Jul 2020 (6y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $535M (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗