Rise Financial Partners

RIAState Registered

Total AUM

$70.2M

Discretionary

$70.2M

100% of AUM

Avg account

$177K

Accounts

396

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 305637
Website: www.risewisely.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals51.52%
HNWI45.33%
Charitable Organizations2.81%
Corporations / Businesses0.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rise Financial Partners is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management across individual and pooled structures, and it also manages portfolios for small businesses and institutions. Its billing mixes AUM-based fees with fixed fees. Public filings indicate the firm is not positioned as an ESG-focused allocator.