Longshore Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Longshore Wealth Management is a newly formed registered investment adviser that offers discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. Its services include portfolio construction and ongoing supervision using exchange‑traded funds, mutual funds, and individual stocks and bonds, together with ad hoc financial planning and referrals to other professionals.
The firm applies both fundamental and technical analysis to build primarily long‑term portfolios while retaining the ability to rebalance or trade shorter term to meet client needs or market conditions. Fees are assessed as a percentage of assets under management, and the firm generally manages accounts on a discretionary basis through its selected custodian platform.
Distinctive aspects in its initial filing include reporting no assets under management or active clients to date and an explicit statement that it does not operate proprietary funds or wrap programs. The adviser has an institutional relationship with its custodian that provides software and other economic benefits, limits execution to that platform, permits supervised persons to trade in the same securities as clients under written policies, and notes the founder also conducts a separate, limited consulting activity.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Fee options
1.00% annually, may be negotiable
Main office location
Longshore Wealth Management LLC
196 Bay Ave Lower Level
Highlands NJ 07732, United States
Number of offices
1
Most active in
Longshore Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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