Reshape Wealth

Reshape Wealth is an SEC-registered investment adviser in Boca Raton, FL, registered since 2024. The firm manages approximately $232 million in assets.

Reshape Wealth

Reshape Wealth is an SEC-registered investment adviser in Boca Raton, FL, registered since 2024. The firm manages approximately $232 million in assets. It has 3 employees and 1 investment adviser.

Website

reshapewealth.com

linkedin.com/company/reshape-wealth

General information

Firm type

Bank / Wealth / Trust

Year founded

2024

Location

Region

North America

Country

United States

City

Boca Raton

Corporate office

Jersey City, NJ, United States

Is Reshape Wealth a registered investment advisor or a broker-dealer?

Reshape Wealth operates as a registered investment advisor (RIA). As an RIA, the firm holds a legal fiduciary duty to its clients, meaning it must recommend investments and strategies solely in the client's best interest, not based on commissions or proprietary product incentives. This distinguishes it from broker-dealers, who operate under a suitability standard. The firm's exact CRD number and state registration details can be verified through the SEC's Investment Adviser Public Disclosure database.

How should an institution verify the regulatory standing of Reshape Wealth?

An institution or allocator vetting Reshape Wealth should pull its Form ADV filings directly from the SEC's Investment Adviser Public Disclosure (IAPD) website. Form ADV Part 1 will detail the firm's AUM, number of clients, types of clients, and any disciplinary history. Part 2 is a plain-English brochure that the firm is legally required to provide to all clients, describing its services, fees, and potential conflicts of interest.

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