# Reciprocal Wealth, LLC

> Reciprocal Wealth, LLC is a state-registered investment advisory firm in Medfield, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 342207
- Filed as: RECIPROCAL WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Medfield, MA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342207
- AdvisorCensus page: https://advisorcensus.com/firm/reciprocal-wealth-llc-medfield-ma-342207

## Quick answers

**How is Reciprocal Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reciprocal Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Reciprocal Wealth, LLC located?**
Reciprocal Wealth, LLC's principal office is in Medfield, MA, according to its Form ADV.

**Is Reciprocal Wealth, LLC registered with the SEC or a state?**
Reciprocal Wealth, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342207.

**How much does Reciprocal Wealth, LLC manage?**
Reciprocal Wealth, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 14, 2026.

**Does Reciprocal Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342207

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reciprocalwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reciprocal Wealth, LLC (CRD 342207): Form ADV filing data as of October 2026.