RISE WEALTH PARTNERS LLC

Overview

Rise Wealth Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee options. Investment activity is equity-oriented: the adviser shows a clear preference for exchange-traded equities as the primary building block of client portfolios. Rise Wealth Partners operates primarily on a discretionary basis and mixes ETF and equity exposures with traditional pooled vehicles such as mutual funds. The firm is not flagged as an active ESG investor and does not present as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices