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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SHOREHAVEN WEALTH PARTNERS, LLC

CRD 308026

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:306b779b-d3aa-51b4-231a-6b6fa2dcfbde

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
On other graphs: 0
Observed: Jun 8, 2020 to Jul 1, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $542MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $542M
Private client RAUM: $499MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $135Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,303
Individual clients: 205
High net worth clients: 171
SEC number: 801-119024
CIK: 1844922
CRD: 308026
Filings on the tape: 21
First filed: Jun 8, 2020
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL LAWRENCE DURSO	Chartered Financial Analyst	RED BANK, NJ	6	19	1	no
MICHAEL CHRISTOPHER LOMBARDI	Certified Financial Planner	RED BANK, NJ	6	19	3	no
LAWRENCE NM DURSO	n/a	RED BANK, NJ	6	42	3	no
JONATHAN CHOU	n/a	RED BANK, NJ	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DURSO, LAWRENCE, NM	FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN	D	yes	07/2022	Jul 17, 2020	Mar 6, 2024
DURSO, MICHAEL, LAWRENCE	FOUNDING PARTNER, MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER	C	yes	07/2022	Jul 17, 2020	Mar 6, 2024
IANNUZZELLI, SHERYL, Ann	CHIEF COMPLIANCE OFFICER, DIRECTOR OF RELATIONSHIP MANAGEMENT	Na	yes	07/2020	Jul 17, 2020	Mar 6, 2024
LOMBARDI, MICHAEL, CHRISTOPHER	FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER	C	yes	07/2020	Jul 17, 2020	Mar 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$542M	$542M	6	4	n/a	n/a
2024	Apr 3, 2025	$445M	$445M	5	4	n/a	n/a
2023	Mar 6, 2024	$401M	$401M	5	4	n/a	n/a
2022	Feb 28, 2023	$361M	$342M	5	3	n/a	n/a
2021	Mar 13, 2022	$381M	$360M	4	3	n/a	n/a
2020	Feb 19, 2021	$346M	$325M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	25.0%	1	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$542M	$445M	21.6%	$361M	14.4%	6	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	3	Jul 23, 2020	Jul 23, 2020	RED BANK, NJ	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (6)

← JONATHAN CHOUAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← MICHAEL LAWRENCE DURSOAdvisorregistration: current employment
Jul 23, 2020 to presentfactForm ADV
← MICHAEL CHRISTOPHER LOMBARDIAdvisorregistration: current employment
Jul 23, 2020 to presentfactForm ADV
← LAWRENCE NM DURSOAdvisorregistration: current employment
Jul 23, 2020 to presentfactForm ADV
← Nikhil AgharkarAdvisorregistration: previous registration
Mar 6, 2024 to Jun 1, 2026factForm ADV
← John Joseph LyonsAdvisorregistration: previous registration
Jan 17, 2024 to Nov 8, 2024factForm ADV

Controls (4)

← DURSO, MICHAEL, LAWRENCEOwnerFOUNDING PARTNER, MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER, ownership code C, individual
Jul 17, 2020 to Mar 6, 2024factForm ADV
← LOMBARDI, MICHAEL, CHRISTOPHEROwnerFOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER, ownership code C, individual
Jul 17, 2020 to Mar 6, 2024factForm ADV
← IANNUZZELLI, SHERYL, AnnOwnerCHIEF COMPLIANCE OFFICER, DIRECTOR OF RELATIONSHIP MANAGEMENT, ownership code NA, individual
Jul 17, 2020 to Mar 6, 2024factForm ADV
← DURSO, LAWRENCE, NMOwnerFOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN, ownership code D, individual
Jul 17, 2020 to Mar 6, 2024factForm ADV

Moved with (1)

← MORGAN STANLEYRegistered adviser3 advisors, team lift out, same day
Jul 23, 2020 to Jul 23, 2020factForm ADV

Dated events

Occurred
Jun 1, 2026
Advisor changed firm
Nikhil Agharkar left Shorehaven Wealth Partners, Llc for Epic Wealth Management Llc (registered 2026-08-12)
Form ADVobserved 3 days ago
Occurred
Nov 8, 2024
Advisor changed firm
John Joseph Lyons left Shorehaven Wealth Partners, Llc for Charles Schwab & Co., Inc. (registered 2025-02-24)
Form ADVobserved 3 days ago
Occurred
Jul 17, 2020
Control person left
William Alexander Hansen (Chief Compliance Officer) no longer on Schedule A of Shorehaven Wealth Partners, Llc (listed 2020-07-07, absent 2020-07-17)
Form ADVobserved 3 days ago
Occurred
Jul 17, 2020
Control person joined
Lawrence Durso (Managing Member, Founder & Ceo) appeared on Schedule A of Shorehaven Wealth Partners, Llc
Form ADVobserved 3 days ago
Occurred
Jul 17, 2020
Control person joined
C Michael Lombardi (Founding Partner, Managing Member And Chief Planning Officer) appeared on Schedule A of Shorehaven Wealth Partners, Llc
Form ADVobserved 3 days ago
Occurred
Jul 17, 2020
Control person joined
Lawrence Michael Durso (Founding Partner, Managing Member And Chief Investment Officer) appeared on Schedule A of Shorehaven Wealth Partners, Llc
Form ADVobserved 3 days ago
Occurred
Jul 17, 2020
Control person joined
Sheryl Iannuzzelli (Chief Compliance Officer) appeared on Schedule A of Shorehaven Wealth Partners, Llc
Form ADVobserved 3 days ago
Occurred
Jun 8, 2020
First Form ADV filing
Pomona Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:306b779b-d3aa-51b4-231a-6b6fa2dcfbde
First observed: Jun 8, 2020
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SHOREHAVEN WEALTH PARTNERS, LLC

CRD 308026

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:306b779b-d3aa-51b4-231a-6b6fa2dcfbde

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL LAWRENCE DURSO

Chartered Financial Analyst

RED BANK, NJ

MICHAEL CHRISTOPHER LOMBARDI

Certified Financial Planner

RED BANK, NJ

LAWRENCE NM DURSO

n/a

RED BANK, NJ

JONATHAN CHOU

n/a

RED BANK, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DURSO, LAWRENCE, NM

FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN

yes

07/2022

Jul 17, 2020

Mar 6, 2024

DURSO, MICHAEL, LAWRENCE

FOUNDING PARTNER, MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER

yes

07/2022

Jul 17, 2020

Mar 6, 2024

IANNUZZELLI, SHERYL, Ann

CHIEF COMPLIANCE OFFICER, DIRECTOR OF RELATIONSHIP MANAGEMENT

yes

07/2020

Jul 17, 2020

Mar 6, 2024

LOMBARDI, MICHAEL, CHRISTOPHER

FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER

yes

07/2020

Jul 17, 2020

Mar 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$542M

n/a

2024

Apr 3, 2025

$445M

n/a

2023

Mar 6, 2024

$401M

n/a

2022

Feb 28, 2023

$361M

$342M

n/a

2021

Mar 13, 2022

$381M

$360M

n/a

2020

Feb 19, 2021

$346M

$325M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$542M

$445M

21.6%

$361M

14.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Jul 23, 2020

RED BANK, NJ

Team lift out

Wirehouse to new firm

0.0%