Rise Financial Partners

Overview

Rise Financial Partners is an independent registered investment adviser organized as a limited liability company that serves individuals, families and institutional clients. The firm’s advisory mix emphasizes financial planning and discretionary portfolio management across individual and pooled vehicles, with a clear tilt toward equity-oriented portfolios. Fee arrangements combine percentage-of-assets and fixed-fee agreements, and the firm operates as a hands-on manager of client accounts rather than as a third-party capital allocator. Investment preferences show a strong equity bias driven through exchange-traded securities and mutual funds, supplemented by targeted allocations to alternatives — specifically real estate and digital currency strategies. The firm does not identify as an active ESG investor. Given its custodial relationships and account structure, Rise Financial Partners appears to implement investment programs using separately managed accounts, model/ETF portfolios and pooled vehicles for clients who require consolidated planning and institutional-style solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices