WEALTHRISE FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$136,033,057
Discretionary
$136,033,057
Non-discretionary
$0
Firm details
- CRD number
- 283764
- SEC file number
- 801-134557
- Main office
- CARLSBAD, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.