Reshape Wealth

Reshape provides investment advisory services mainly to individual and high‑net‑worth clients, offering discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, third‑party asset management, and access to direct participation programs. The firm reports approximately $232.2 million in assets under management and typically requires a $1,000,000 minimum account balance (waivable at the firm’s discretion).

The firm says it tailors portfolios to each client’s objectives and risk tolerance, employing fundamental, technical, top‑down and bottom‑up analysis and monitoring and rebalancing accounts on an ongoing basis. Reshape also uses subadvisors and third‑party managers for some mandates and presents illiquid alternative investments (including private placements and non‑traded REITs/BDCs) to qualified clients on a non‑discretionary basis.

Reshape’s brochure discloses promoter/referral arrangements and related compensation practices that are highlighted as part of its marketing and client referral activity; the firm states clients will receive disclosures when a promoter is compensated and that it may receive a portion of fees in some referral relationships. The firm also notes other third‑party relationships that can generate benefits to staff (such as sponsor‑paid training or travel) and discloses that some investment adviser representatives act as licensed insurance agents receiving commissions, matters the firm identifies and documents to address potential conflicts of interest.