In 2025, Wealthrise officially became SEC-registered after surpassing $110 million in Assets Under Management. This milestone reflected not only the growth of our business but also the continued trust, referrals, and support received from clients. Our team was and is always deeply grateful for the trust that our clients place with us in managing their financial lives.
Below you will find our ADV Parts 2 and 3. These provide further amplification of our business practices, investment philosophy, material changes, and other information.
