Reshape Wealth
Reshape Wealth is an SEC-registered wealth manager in Boca Raton, FL with $232.2M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Reshape Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330582, SEC 801-130135, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $232.2M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Boca Raton, FL
- Employees
- 3
- Clients
- 127
- CRD
- 330582
- Ownership
- KRANZ, DAVID, E; KNIEP, JENNA; RESHAPE WEALTH, LLC; HOLLMAN, KINGSTON MARLAND; RESHAPE WEALTH LLC
How much AUM does Reshape Wealth have?
Reshape Wealth reported $232.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Reshape Wealth?
Disclosed owners and executives of Reshape Wealth include KRANZ, DAVID, E, KNIEP, JENNA, RESHAPE WEALTH, LLC, HOLLMAN, KINGSTON MARLAND, RESHAPE WEALTH LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.