$740.1M Total AUM
$738.3M Disc. AUM
13.0% 3Y CAGR
4 Employees
129 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-13-2007
- Office Locations
- 1
Office Locations
121 Alhambra Plaza Suite 1210 Coral Gables FL
About Bayshore Wealth Advisors
Bayshore Wealth Advisors is a fee-only RIA providing comprehensive financial planning and discretionary portfolio management for individuals, families, businesses, trusts, and retirement plans. The firm designs and manages prudent, evidence-based portfolios customized to each financial plan, and coordinates tax and estate planning with an emphasis on clear, objective, independent advice.
Team overview
67 AVG AGE
$246.7M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
14.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
GABRIEL MUNOZ BUSTAMANTE
Chief Compliance Officer, Wealth Advisor
- CRD
- #4786538
- Ownership
- Less than 5%
Available
Available
Available
G
GABRIEL JOHN MUNOZ-BUSTAMANTE
Managing Member
- CRD
- #5508208
- Ownership
- Less than 5%
Available
Available
Available
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A
ARTURO J DON DUASSO
--
- CRD
- #6754957
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $738,264,568 | $1,770,419 |
| Non-Discretionary | $1,792,462 | $896,231 |
| Total | $740,057,030 | $1,766,246 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Private Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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