CRD: 308026
Shorehaven Wealth Partners, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
About Shorehaven Wealth Partners, LLC
ShoreHaven Wealth Partners is a family-owned RIA guiding individuals, families, and business owners through key financial milestones with goals-based planning and multigenerational wealth management. Services include investment management, retirement and estate planning, tax-aware strategies, and risk/insurance planning focused on building, protecting, and transferring wealth over time. Custodies assets with Fidelity/NFS.
Team overview
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Owner & Executives
MICHAEL LAWRENCE DURSO
Chief Executive Officer, Chief Investment Officer, FOUNDING PARTNER, Managing Member
- CRD
- #4424460
- Ownership
- 50% but less than 75%
MICHAEL CHRISTOPHER LOMBARDI
Chief Planning Officer, FOUNDING PARTNER, Managing Member, Partner
- CRD
- #5251877
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $541,514,920 | $415,591 |
| Non-Discretionary | $0 | -- |
| Total | $541,514,920 | $415,591 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | 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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