Reshape Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 9, 2026, reports $232M in regulatory assets under management, 3 employees, 1 office, and 648 accounts.
Assets Under Management
$232M
Employees
3
Offices
1 office
Total Clients
127
Primary office
BOCA RATON, FL
1200 N FEDERAL HIGHWAY, SUITE 300, BOCA RATON, FL, United States
Top client segmentHNWI represent 69.3% of total clients.
Top client categories% of clientsClients
1
HNWI
69.3%
88
2
Individuals
30.7%
39
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of March 9, 2026
Discretionary100.0%
$232M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$232M
Total Accounts648
10Y AUM Change+$232M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee42:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.