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RISE WEALTH PARTNERS LLC
CRD 327073
8200 CENTER PATH LN, STE A, MECHANICSVILLE, VA, 23116, United States
Phone
804-427-7784
Fax
804-597-5288
Registration
— (—)
Source
State registered
Total AUM
$72.2M
Discretionary AUM
$72.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $41.2M |
| High net worth individuals | 21 | $31.0M |
All web addresses on file
Official SEC filing: View on IAPD