Adviser Profile
| As of Date | 12/14/2025 |
| Registration status | Registration Changed to WEALTHRISE FINANCIAL PLANNING, LLC |
| ADV Location | CARLSBAD, CA, United States |
| Contact Info | (76 xxxxxxx |
| Websites |
| AUM* | 124,217,596 11% |
| of that, discretionary | 123,347,601 11% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 367,508 10% |
| % High Net Worth | 53.19% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds