Investment adviser · CRD 121764
SHORELINE WEALTH ADVISORS
Investment adviser filing (IA)
SHORELINE ASSET MANAGEMENT, LLC
NEW CASTLE, IN, United States · Form ADV filed Mar 17, 2025
- Regulatory AUM
- $245M Form ADV · Item 5.F
- Client accounts
- 712 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 57 | $168,651,687 | 68.8% |
| Individuals | 224 | $74,730,332 | 30.5% |
| Retirement plans | Fewer than 5 | $1,010,587 | 0.4% |
| Corporations & businesses | Fewer than 5 | $437,583 | 0.2% |
| Charities | Fewer than 5 | $150,791 | 0.1% |
Filing source
Form ADV 1954725 · Mar 17, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 17, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
412 SOUTH MAIN STREETNEW CASTLE, IN, 47362-3311, United States
CRD 121764
Filing source
Form ADV 1954725 · Mar 17, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.