Bayshore Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$708,622,373
Clients
125
Advisors
3
of 4 employees
About
Bayshore Wealth Advisors is a fee‑only, registered investment adviser that manages portfolios for individuals, trusts, family entities, private foundations and qualified retirement plans, and also provides consulting and participant‑directed employee retirement plan services. The firm typically requires an investment management minimum of $2,000,000 and may charge fixed or hourly fees for standalone consulting engagements.
Bayshore follows an evidence‑based, buy‑and‑hold investment approach that emphasizes diversified, low‑turnover exposure via passively managed mutual funds and ETFs, using research and model inputs from providers such as Dimensional Fund Advisors and Avantis. For fixed income, the firm generally implements customized laddered bond portfolios and frequently delegates trading authority to a third‑party fixed‑income manager; it may also allocate to interval or other alternative funds for qualified clients when appropriate.
As of December 31, 2025, Bayshore reported roughly $740 million in discretionary assets under management with three advisors, a level of AUM per advisor that is uncommon among similar team firms and may influence its operational structure. The firm also contracts with Focus Partners Advisor Solutions for trade processing, back‑office support and fixed‑income sub‑advisory services and has access to products and platforms such as Stone Ridge interval funds, Flourish Cash aggregation, and the TIAA‑CREF advisor program.
Client services
Expertise
Fee options
Fixed fee consulting (amount determined per client)
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
$250 to $450 per hour
Account minimum: $2,000,000 Fee-only: Fee-only investment advisor
Main office
121 Alhambra Plaza, Suite 1210
Coral Gables FL 33134
Advisors at this office
3
Most active in
Florida · Louisiana · Texas
Also doing business as
Bayshore Asset Management, LLC · Bayshore Wealth Advisors · Provident Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Gabriel M
Series 65
Coral Gables, FL
Bayshore Wealth Advisors
Gabriel Munoz Bustamante is a financial advisor at Bayshore Wealth Advisors in Coral Gables, FL, with 17 years of industry experience. He holds a Series 65 designation and has been with Bayshore Wealth Advisors since 2008, with prior experience at Bayshore Risk Management, LLC. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, passively managed funds and customized fixed-income portfolios.
Arturo D
CFP®, Series 63
Coral Gables, FL
Bayshore Wealth Advisors
Arturo Don Duasso is a CFP® professional with eight years of industry experience. He has worked at Bayshore Wealth Advisors since 2020 and previously held positions at Citigroup and Wells Fargo. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family entities, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, low-turnover exposure through passively managed mutual funds and ETFs.
Gabriel B
PFS™, Series 66
Coral Gables, FL
Bayshore Wealth Advisors
Gabriel Bustamante is a financial advisor at Bayshore Wealth Advisors with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Bayshore Wealth Advisors since 2007, with prior roles including Bayshore Risk Management, LLC and Choreo, LLC. Outside of advising, he is the managing member and director of Sunrise Communications LLC, a non-investment-related communications services company. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family entities, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold strategy focused on diversified, low-turnover portfolios primarily using passively managed mutual funds and ETFs.
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