HIGHRISE WEALTH MANAGEMENT

Overview

Highrise Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator, offering fee arrangements that include a percentage-of-AUM component alongside fixed-fee engagements. Its business model also includes insurance brokerage activities. Advisory services listed in filings cover comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser in the available snapshot.

Assets & Accounts

Investments & Alternatives