Shorehaven Wealth Partners, LLC
ShoreHaven Wealth Partners, LLC is a registered investment adviser based in Red Bank, New Jersey. The firm provides multigenerational wealth management services, including fee-based financial planning, investment management, insurance auditing, education planning, retirement income, business planning, and succession planning. It serves individuals, families, and business owners, focusing on long-term financial security and generational wealth transfer. ShoreHaven is family-owned and emphasizes traditional values with modern financial strategies. As of April 2025, the firm employs 5 people and manages over $445 million in assets.
Investment Strategy
ShoreHaven Wealth Partners implements a comprehensive, client-centric approach centered on multigenerational wealth management and long-term financial planning. Their strategy includes individualized investment management, retirement and generational transfer planning, risk mitigation, and charitable giving strategies. The firm prioritizes personalized service and upholds core values of trust, transparency, and integrity, adapting to clients’ evolving financial goals and employing a mix of traditional and contemporary financial principles. ShoreHaven offers both discretionary and advisory investment solutions targeting the distinct needs of individuals, families, and business owners.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 11.39% | $30.8M | 255,391 | $69.52 | $120.72 | +$3.2M |
A AVLV | AMERICAN CENTY ETF TR | 7.21% | $19.5M | 269,896 | $59.96 | $72.26 | +$2.5M |
D DYNF | BLACKROCK ETF TRUST | 6.83% | $18.5M | 312,420 | $49.16 | $59.20 | +$5.7M |
X XLG | INVESCO EXCHANGE TRADED FD T | 4.80% | $13.0M | 225,830 | $49.39 | $57.52 | +$5.5M |
Q QUAL | ISHARES TR | 4.63% | $12.5M | 64,399 | $153.35 | $194.50 | -$1.4M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | New | Put | $362.6K | 7 | $517.95 | $517.95 | +7 | +$362.6K |