WEALTHRISE FINANCIAL PLANNING, LLC

Overview

Wealthrise Financial Planning, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and also offers hourly consulting, reflecting a hybrid approach for clients who need ongoing portfolio oversight or project-based planning. Wealthrise reports a concentrated use of pooled public vehicles—primarily mutual funds—rather than an emphasis on single-stock positions, and it supplements those exposures with allocations to real estate and REIT strategies delivered through third-party managers. The adviser is structured as a limited liability company with an individual owner and is registered with the SEC. It does not position itself as a pension consultant or capital allocator and does not market itself as an active ESG investor or a multi-state adviser.

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Public Holdings

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Location & Offices