Investment adviser · CRD 330582
RESHAPE WEALTH
Investment adviser filing (IA)
RESHAPE, LLC
BOCA RATON, FL, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $232M Form ADV · Item 5.F
- Client accounts
- 648 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 88 | $219,755,633 | 94.6% |
| Individuals | 39 | $11,925,672 | 5.1% |
| Retirement plans | Fewer than 5 | $550,364 | 0.2% |
Filing source
Form ADV 2046918 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1200 N FEDERAL HIGHWAY, SUITE 300BOCA RATON, FL, 33432, United States
CRD 330582
Filing source
Form ADV 2046918 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.