Investment adviser · CRD 343846
RISE PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
RPWM PARTNERS, LLC
BEDFORD, NH, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 102 Reported in this filing
- Advisory professionals
- 50 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
262 S. RIVER ROAD, SUITE 201BEDFORD, NH, 03110, United States
CRD 343846
Filing source
Form ADV 2134551 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.