RESHAPE WEALTH

RIASEC RegisteredEst. 2024

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
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 an independent registered investment adviser that acts as a capital allocator for individuals and families. The firm combines financial planning and discretionary portfolio management with the ability to select third‑party managers. Billing options include a percentage of assets under management, hourly fees and fixed-fee arrangements, which lets the firm tailor pricing to client engagement scope. Reshape Wealth lists core advisory services across individual and small-business portfolio management, institutional/business mandates, pension consulting and manager selection. The firm reports an equity-first preference and does not identify as an active ESG investor.