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RESHAPE WEALTH

RESHAPE, LLC

CRD 330582 · SEC 801-130135

Visit website

1200 N FEDERAL HIGHWAY, SUITE 300, BOCA RATON, FL, 33432, United States

Phone

646-626-7902

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$232.2M

Discretionary AUM

$232.2M

Team

3 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals39$11.9M
High net worth individuals88$219.8M

States served

CA, CO, MA, NJ, NY, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD