ProCloser.ai Get Matched

Bayshore Wealth Advisors

TL;DR

Bayshore Wealth Advisors has provided advisory services since 2007 and offers financial planning, investment management and tax and estate planning to individuals, families, businesses and trusts.

Coral Gables, FL
Registered 2007
4 employees
Write a Review Contact ProCloser →
$740 million
Regulatory AUM
As of ADV filing 2026-03-11
419
Accounts / Clients
125 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
4
Team Size
employees, 3 advisory
19 yrs
Years Registered
First registered 2007
About Bayshore Wealth Advisors

Bayshore Wealth Advisors has provided advisory services since 2007 and offers financial planning, investment management and tax and estate planning to individuals, families, businesses and trusts.

Office: 121 Alhambra Plaza, Suite 1210, Coral Gables, FL.

Best for: Families above $2M wanting fee-only planning with CPA and CFP principals

Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD144191
RegistrationSEC-registered
First registration2007
Regulatory AUM$740 million
ADV filing date2026-03-11
Accounts419
Clients125 individual and high-net-worth clients
Employees4
Advisory employees3
Fee modelFee-only per its own site and ADV 2A
Minimum$2,000,000 for Investment Management Services, negotiable in some circumstances (ADV 2A)
Disclosure events (Item 11)0
DesignationsCPA, PFS and CFP named on the about page

Source: SEC Investment Adviser Public Disclosure, CRD 144191, as of ADV filing 2026-03-11, pulled October 11, 2026.

Ranked on ProCloser
Advisers, reviews and AI visibility
Advisory representatives3 (SEC IAPD)
Average years in the industry16.4
Representatives with a disclosure0 of 3 (0%)
FINRA-registered representatives0 of 3
High-net-worth share of individual clients75% (ADV 5.D)
Regulatory AUM per advisory rep$247 million
Compensation methodsasset-based (no commissions or performance fees) (ADV 5.E)
Google Business Profileno exact-name listing with a rating

Sources: SEC IAPD individual records; Form ADV Part 1 filed 03/11/2026; Google Business Profile via DataForSEO checked 2026-10-11. Updated 2026-10-11.

Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified client reviews.
Write a Review