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Reshape Wealth

CRD 330582  ·  Boca Raton, FL  ·  $232.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
330582
SEC number
801-130135
Firm type
RIA
Assets under management
$232.2M as of Mar 9, 2026
Website
www.reshapewealth.com ↗
Phone
646-626-7902
Address
1200 N Federal Highway, Boca Raton, FL, 33432

Advisors at this firm

1 in our index · page 1 of 1

  • David E KranzCRD 5605407 · Boca Raton, FL
    IA RegisteredRegistration inactive
1–1 of 1

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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