Overview
Assets Under Management: $124 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
WEALTHRISE FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283764), WEALTHRISE FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
WEALTHRISE FINANCIAL PLANNING, LLC is headquartered in CARLSBAD, CA.
WEALTHRISE FINANCIAL PLANNING, LLC serves 50 high-net-worth clients according to their SEC filing dated December 12, 2025. View client details ↓
According to their SEC Form ADV, WEALTHRISE FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WEALTHRISE FINANCIAL PLANNING, LLC manages $124 million in client assets according to their SEC filing dated December 12, 2025.
According to their SEC Form ADV, WEALTHRISE FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 338
Discretionary Accounts: 327
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 283764
Filing ID: 2033776
Last Filing Date: 2025-12-12 16:15:55
Website: 1