# SHOREHAVEN WEALTH PARTNERS, LLC

SHOREHAVEN WEALTH PARTNERS, LLC of RED BANK, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 308026
- Type: SEC-registered investment adviser
- SEC file number: 801-119024
- Location: 188 EAST BERGEN PLACE, SUITE 202, RED BANK, NJ, 07701
- Phone: 732-447-9301
- Latest filing: 2026-07-01
- Regulatory AUM: $541.5M
- Discretionary AUM: $541.5M
- Clients: 6
- Accounts: 1,303

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Lawrence Nm Durso | FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN | — |
| Michael Christopher Lombardi | FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER | — |
| Michael Lawrence Durso | FOUNDING PARTNER, MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER | — |
| Sheryl Ann Iannuzzelli | CHIEF COMPLIANCE OFFICER, DIRECTOR OF RELATIONSHIP MANAGEMENT | — |
| Hansen Alexander William | CHIEF COMPLIANCE OFFICER | — |
| DURSO MICHAEL LAWRENCE | FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN; FOUNDING PARTNER, MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; FOUNDING PARTNER, MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER (+2 more) | — |
| LOMBARDI MICHAEL C | FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER | — |
| IANNUZZELLI SHERYL | CHIEF COMPLIANCE OFFICER | — |
| LOMBARDI MICHAEL CHRISTOPHER | FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER | — |
| IANNUZZELLI SHERYL Ann | CHIEF COMPLIANCE OFFICER, DIRECTOR OF RELATIONSHIP MANAGEMENT | — |
| DURSO LAWRENCE NM | FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308026/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308026/similar
- Related entities: https://search.stillhousedata.com/firm/308026/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308026

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
