RIA Intel›Advisers›California›SHOREPINE WEALTH MANAGEMENT, LLC

SHOREPINE WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#3,118
of 5,480 advisers by AUM
Average account
$334K
across 212 accounts
AUM per adviser
$71M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$71M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$71M
Discretionary AUM$71M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

BLUM CAPITAL PARTNERS LP
SAN FRANCISCO, CA
$71M
-37.2% 1Y
SKORHEIM WEALTH MANAGEMENT, LLC
LAGUNA HILLS, CA
$71M
G3W VENTURES LLC
LOS ANGELES, CA
$71M
-29.5% 1Y
WESTERLY INVESTMENTS, INC.
NEWPORT BEACH, CA
$71M
WESTERN ANNUITY SERVICES, INC.
MILL VALLEY, CA
$71M
0.0% 1Y
DOWSE SECURITIES MANAGEMENT CORP
NAPA, CA
$71M
+8.7% 1Y

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