# Bayshore Wealth Advisors

Bayshore Wealth Advisors is a Bank / Wealth / Trust based in Coral Gables, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coral Gables, United States
- **Region:** North America
- **Address:** Coral Gables, FL, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** bayshorewealth.com
- **LinkedIn:** https://www.linkedin.com/company/bayshore-wealth-advisors

## Regulatory record

- **CRD number:** 144191
- **SEC file number:** 801-68559
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144191

## About

Founded in 2007, Bayshore Wealth Advisors operates from Coral Gables, Florida, structuring its services around estate planning, financial planning, and investment management for individuals and families. The firm is a registered investment advisor, placing it under a fiduciary standard that differs from a broker-dealer model. Public detail on allocation, asset-class mix, or direct investment activity is unavailable. The firm's website does not describe specific portfolio holdings, fund commitments, or co-investment structures. Geographic focus is presumed domestic, centered on its South Florida base, though no cross-border or regional strategy is documented. Team size, total client assets, and professional headcount are undisclosed. No adjacent vehicles, philanthropic foundations, or operating businesses are known. The firm has published no recent operational announcements, leadership changes, or fund closes. Bayshore's structural posture is that of a locally anchored RIA — combining tax-aware estate planning with ongoing portfolio management, rather than operating as a single-family office or institutional asset gatherer. Governance and succession details are not publicly available.

## Questions

### What investment services does Bayshore provide to clients?

Bayshore's stated services include financial planning, estate planning, and investment management. The firm does not publicly detail its specific allocation models, manager selection process, or whether it offers direct private-market access.

### Does Bayshore Wealth Advisors disclose its assets under management?

No. Bayshore has not publicly disclosed an AUM figure, total client assets, or deployment numbers. The scale of the advisory practice remains private.

### Who makes investment decisions at Bayshore Wealth Advisors?

The firm has not publicly identified its principals, investment committee members, or key decision-makers. No named portfolio managers or advisors appear in available public documentation.

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Last updated: 2026-06-03T20:00:00.000Z

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