Rise Private Wealth Management

Overview

Rise Private Wealth Management is a newly formed limited liability company that registered with the SEC in 2026. The firm identifies as a capital allocator and provides a mix of financial planning and portfolio management services across individuals, small businesses, and institutional/business clients. Its advisory activities include selection of other advisers, which aligns with the allocator role. Ownership is listed as a combination of a domestic entity and individual ownership. Fee arrangements include percentage-of-AUM billing alongside options for hourly and fixed fees. The firm describes itself as an active ESG investor, indicating ESG considerations are part of its investment approach. FINTRX classifies the firm as unclassified and notes an industry affiliation with accounting professionals.

Assets & Accounts

Investments & Alternatives

Location & Offices