Reshape Wealth

RIASEC Registered

Total AUM

$232M

Discretionary

$232M

100% of AUM

Avg account

$358K

Accounts

648

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 330582
Registered since: April 29, 2024
Website: www.reshapewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.63%
Individuals5.14%
Pension & Profit Sharing Plans0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Reshape Wealth is a limited liability company operating as an independent registered investment adviser. The firm is SEC-registered (2024) and positions itself as a capital allocator for individual and family clients. Its service mix includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutional clients, pension consulting services, and selection of other advisers. Reshape Wealth charges clients via percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.