Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 12/12/2025
Other registrations (6)
Former registrations

WEALTHRISE FINANCIAL PLANNING, LLC

ADV Location CARLSBAD, CA, United States
Contact Info (76 xxxxxxx
Websites
AUM* 136,033,057
of that, discretionary 136,033,057
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 398,924
% High Net Worth 57.14%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

136M 117M 97M 78M 58M 39M 19M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees