Reshape, LLC
● SEC registered since 2024CRD 330582SEC# 801-130135Boca Raton, FL
Reg. AUM
$232.2M
Employees
3
Accounts
648
Location
Boca Raton, FL
Reshape, LLC assets under management
Reshape, LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2024. It reports $232.2 million in regulatory assets under management and employs 3 people.
Reshape, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David E Kranz Control | Chief Compliance Officer And Ceo | Under 5% | 2024 |
| Reshape Wealth LLC Control | Owner | Over 75% | 2024 |
| David E Kranz Control | Ceo | Over 75% | 2024 |
Frequently asked questions
How much does Reshape, LLC manage?
Reshape, LLC reports $232.2 million in regulatory assets under management on its Form ADV.
How many employees does Reshape, LLC have?
Reshape, LLC reports 3 employees.
Where is Reshape, LLC located?
Reshape, LLC is based in Boca Raton, FL and has been SEC-registered since 2024.
Does Reshape, LLC disclose fund performance?
Reshape, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 N Federal Highway, Suite 300, Boca Raton, FL 33432 |
| Phone | 646-626-7902 |
| Office hours | 9:00 To 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$232.2M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$232.2Mregulatory AUM
Discretionary $232.2M