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Chief Compliance Officer and CEO · Reshape Wealth

David E Kranz

CRD 5605407 · Named on Form ADV at one SEC-registered adviser

At a glance

Reshape Wealth, an SEC-registered wealth manager based in Boca Raton, FL with $232 million in regulatory assets, lists David E Kranz on its Form ADV as Chief Compliance Officer and CEO, a control person.

Firms and roles

  • Reshape WealthChief Compliance Officer and CEOWealth manager · Boca Raton, FL · $232M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.