UPRISE ADVISERS LLC

Overview

Uprise Advisers LLC operates as an independent registered investment adviser organized as a limited liability company that focuses on financial planning for individual and family clients. The firm bills clients on hourly and fixed-fee bases rather than through an asset-based fee model, which signals a planning-centric practice that may provide advice without taking discretionary custody of client portfolios. Uprise Advisers identifies itself as an active ESG investor, so environmental, social and governance factors are used when selecting managers and securities. The firm does not act as a capital allocator in the sense of running pooled funds, and it relies on outside managers and product providers to implement many client exposures. The adviser’s business activity centers on personalized planning engagements rather than a high-volume wealth-management platform. That posture is consistent with the small client base the firm reports and with its use of third-party managers and packaged investments to access specialized strategies that are outside the scope of in‑house fund management.

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Investments & Alternatives

Location & Offices