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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-2024
- Office Locations
- 1
Office Locations
About Reshape Wealth
Reshape Wealth is an independent wealth planning and investment management firm serving individuals and families, business owners, founders, executives, athletes, and select institutions. The team builds core portfolios using ETFs, stocks, bonds, and mutual funds, and complements them with access to institutional-quality private investments and income-producing real estate. Also offers strategic financing, risk management, and trust/estate and succession planning, with custody through Schwab and Fidelity.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID E KRANZ
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5605407
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,231,669 | $358,382 |
| Non-Discretionary | $0 | -- |
| Total | $232,231,669 | $358,382 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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