Rise Private Wealth Management

Overview

Rise Private Wealth Management is a recently formed limited liability company that registered as an SEC adviser in 2026. The firm presents itself as a capital allocator and offers core advisory services built around financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Its service mix also includes the selection of other advisers, indicating a manager-of-managers or consultant component to its model. Ownership is recorded as a combination of a domestic entity and an individual. The snapshot identifies the firm as unclassified and not an active ESG investor.

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Location & Offices