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HIGHRISE WEALTH MANAGEMENT
HIGHRISE WEALTH MANAGEMENT CORP
CRD 316327
9495 SW 72 ST., UNIT 270B, MIAMI, FL, 33173, United States
Phone
(786) 370-6125
Fax
(888) 388-1094
Registration
— (—)
Source
State registered
Total AUM
$17.6M
Discretionary AUM
$17.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $6.2M |
| High net worth individuals | 17 | $11.0M |
All web addresses on file
Official SEC filing: View on IAPD