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WEALTHRISE FINANCIAL PLANNING, LLC

CRD 283764 · SEC 801-134557

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5938 PRIESTLY DR., SUITE 103, CARLSBAD, CA, 92008, United States

Phone

(760) 508-0368

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$136.0M

Discretionary AUM

$136.0M

Team

2 total employees; 2 advisory reps; 16 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals42$17.8M
High net worth individuals56$118.2M

States served

CA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD