Investment adviser · CRD 343585

WEALTHRISE

Investment adviser filing (IA)

WEALTHRISE, INC.

· Form ADV filed Aug 17, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Aug 17, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 343585

Filing source

Form ADV 2126244 · Aug 17, 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.