DFX Intelligence
RIA Intelligence
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SEC-registered adviser
B••••••• W••••• A•••••••
Legal name B••••••• A•••• M••••••••• L••
Latest filing Mar 11, 2026
First filing on the tape Mar 23, 2012 · 29 filings
SEC status approved since Nov 13, 2007
RAUM
$740M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$709M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$247M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$740M as of Mar 11, 2026
Mar 23, 2012$198M then
HNW client RAUM$697M as of Mar 11, 2026
Mar 22, 2018$362M then
State-registered IARs (5.B.3)3 as of Mar 11, 2026
Mar 23, 20120 then
Employees (5.A)4 as of Mar 11, 2026
Mar 13, 20132 then
Private funds: no history
RAUM +16% over the last fiscal year+13% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $247MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.4MderivedHNW RAUM over HNW clients
- Average account
- $1.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.8%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Custody
- $321M, 52 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$697M94%
- Corporations and businesses$31.1M4.2%
- Individuals$11.2M1.5%
- Pension and profit-sharing plans$295,8150.0%
- Individual clients
- 31reported
- HNW clients
- 94reported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 419reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $321M for 52 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G•••••• J••• M••••••••• | Coral Gables, Fl | Sep 10, 2024 | 18 y | 0 |
| G•••••• M•••• B•••••••••Personal Financial Specialist | Coral Gables, Fl | Jan 5, 2026 | 28 y | 1 |
| A••••• J• D•• D•••••Certified Financial Planner | Coral Gables, Fl | Jan 5, 2026 | 13 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- G•••••• M•••• B••••••••• from C•••••• L••Jan 5, 2026 · Other
- A••••• J• D•• D••••• from C•••••••• G••••• M•••••• I•••Jan 5, 2026 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• G••••••• M•••• · Managing Member/President & Chief Compliance Officercontrolsince 11/2007 · owns less than 5%
- M••••••••• G••••••• J••• · Member | Managercontrolsince 01/2021 · owns less than 5%
- B••••••••• G••••••• M•••• · Ownercontrolsince 01/2010 · owns 75% or more of G•••••• M• A•• M•••• C• B••••••••• A• T•••••• B• T•• E•••••••
- M••••••••• G••••••• J••• · Ownercontrolsince 05/2019 · owns 75% or more of T•• G•••••• J• B••••••••• L••••• T••••
- B••••••••• M••••• C•••••• · Ownersince 01/2010 · owns 75% or more of G•••••• M• A•• M•••• C• B••••••••• A• T•••••• B• T•• E•••••••
Entity owners
- G•••••• M• A•• M•••• C• B••••••••• A• T•••••• B• T•• E••••••• · Memberdirect · owns 75% or more
- T•• G•••••• J• B••••••••• L••••• T•••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coral Gables, Fl · principal | 3 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 406 to 419Mar 3, 2025 to Mar 11, 2026
- Corporate clients · 2 to 3Mar 3, 2025 to Mar 11, 2026
- HNW clients · 89 to 94Mar 3, 2025 to Mar 11, 2026
- Individual clients · 27 to 31Mar 3, 2025 to Mar 11, 2026
- Pension plan clients · unset to 1.0Mar 3, 2025 to Mar 11, 2026
- Assets in custody · $266M to $321MMar 3, 2025 to Mar 11, 2026
- Discretionary RAUM · $635M to $738MMar 3, 2025 to Mar 11, 2026
- HNW RAUM · $596M to $697MMar 3, 2025 to Mar 11, 2026
- Individual RAUM · $9.0M to $11.2MMar 3, 2025 to Mar 11, 2026
- Non-discretionary RAUM · $1.6M to $1.8MMar 3, 2025 to Mar 11, 2026
- Pension RAUM · unset to 295815.0Mar 3, 2025 to Mar 11, 2026
- RAUM · $637M to $740MMar 3, 2025 to Mar 11, 2026
- Accounts · 407 to 406Jul 31, 2024 to Mar 3, 2025
- HNW clients · 86 to 89Jul 31, 2024 to Mar 3, 2025
- Assets in custody · $239M to $266MJul 31, 2024 to Mar 3, 2025
- Financial planning clients · unset to 0Jul 31, 2024 to Mar 3, 2025
- Discretionary RAUM · $594M to $635MJul 31, 2024 to Mar 3, 2025
- HNW RAUM · $559M to $596MJul 31, 2024 to Mar 3, 2025
- Individual RAUM · $7.4M to $9.0MJul 31, 2024 to Mar 3, 2025
- Non-discretionary RAUM · $1.6M to $1.6MJul 31, 2024 to Mar 3, 2025
- RAUM · $595M to $637MJul 31, 2024 to Mar 3, 2025
- Accounts · 388 to 407Mar 29, 2023 to Mar 27, 2024
- Corporate clients · 1 to 2Mar 29, 2023 to Mar 27, 2024
- HNW clients · 88 to 86Mar 29, 2023 to Mar 27, 2024
- Individual clients · 26 to 27Mar 29, 2023 to Mar 27, 2024
- Assets in custody · $203M to $239MMar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $517M to $594MMar 29, 2023 to Mar 27, 2024
- HNW RAUM · $487M to $559MMar 29, 2023 to Mar 27, 2024
- Individual RAUM · $7.2M to $7.4MMar 29, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $1.6M to $1.6MMar 29, 2023 to Mar 27, 2024
- RAUM · $518M to $595MMar 29, 2023 to Mar 27, 2024
- Accounts · 365 to 388Mar 19, 2022 to Mar 29, 2023
- HNW clients · 79 to 88Mar 19, 2022 to Mar 29, 2023
- Individual clients · 25 to 26Mar 19, 2022 to Mar 29, 2023
- Assets in custody · $204M to $203MMar 19, 2022 to Mar 29, 2023
- Discretionary RAUM · $548M to $517MMar 19, 2022 to Mar 29, 2023
- HNW RAUM · $509M to $487MMar 19, 2022 to Mar 29, 2023
- Individual RAUM · $9.1M to $7.2MMar 19, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $148,330 to $1.6MMar 19, 2022 to Mar 29, 2023
- RAUM · $548M to $518MMar 19, 2022 to Mar 29, 2023
Signals
1 dated events
- John Gabriel Munoz-Bustamante (Member) appeared on Schedule A of B••••••• W••••• A•••••••Mar 26, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- B••••••• W••••• A••••••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- s••••••@b•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 786-888-9400reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 786-888-8600reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/bayshore-wealth-advisorsreportedpublic record, Form ADV, Sep 21, 2026
- Website
- B•••••••WEALTH.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 786-888-9400reportedpublic record, Form ADV, Mar 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $247Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026