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RESHAPE WEALTH

BOCA RATON, FL · CRD 330582 · IAPD ↗ · reshapewealth.com · 646-626-7902

$232.2MRegulatory AUM
1Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — RESHAPE WEALTH reported RAUM up 35% ($171.9M -> $232.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2026 — RESHAPE WEALTH moved its main office from JERSEY CITY, NJ to BOCA RATON, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
December 2025 — RESHAPE WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — RESHAPE WEALTH reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
July 2024 — RESHAPE WEALTH's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
June 2024 — RESHAPE WEALTH notice-filed in CA, CO, CT, FL, MA, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2024 — RESHAPE, LLC is now doing business as RESHAPE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
May 2024 — RESHAPE, LLC (JERSEY CITY, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.