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RISE PRIVATE WEALTH ADVISORS
RISE PRIVATE WEALTH ADVISORS LLC
CRD 309356
3561 E SUNRISE DRIVE, SUITE 129, TUCSON, AZ, 85718, United States
Phone
520-372-5700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.9M
Discretionary AUM
$62.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $25.9M |
| High net worth individuals | 27 | $37.0M |
All web addresses on file
Official SEC filing: View on IAPD