Upraise Wealth Advisory, LLC

Overview

Upraise Wealth Advisory, LLC is a small, owner-managed independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm charges fees tied to assets under management as well as fixed fees, and emphasizes equity-driven strategies: exchange-traded equities and ETFs are the core building blocks of client portfolios. Upraise identifies as an independent RIA rather than a capital allocator or multi-state advisory network, and does not position itself as an ESG investor. Portfolios appear to be run with a high degree of discretion across a compact client base, suggesting a hands-on, relationship-driven approach consistent with a single-owner advisory model. Services are concentrated on personalized planning and ongoing investment management rather than broad institutional consulting or pension advisory work.

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Public Holdings

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Location & Offices