Reshape Wealth

EST. AUM
$232,231,669

CONTACTS
3

CLIENT ACCOUNTS
648

Firm Details

Metro area Boca Raton, FL
CRD Number 330582
Website reshapewealth.com
Client types

Overview

Reshape, LLC (dba Reshape Wealth) is an SEC-registered independent investment advisor focused on personalized wealth management and financial planning. The firm constructs tailored portfolios combining traditional asset classes—equities, bonds, ETFs, and currencies—with access to institutional quality investments, private companies, and income-producing real estate. Reshape integrates comprehensive planning with discretionary and non-discretionary portfolio management, direct participation programs, and third-party asset management, serving individuals, families, business owners, and executives. It employs a fee-based structure aligned with client goals and utilizes technology platforms for transparency and risk oversight. The firm emphasizes access, diversification, and long-term wealth creation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Reshape Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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