WEALTHRISE FINANCIAL PLANNING, LLC
CRD #283764 SEC #801-134557 CARLSBAD, CA (760) 508-0368
SEC Registered
Total AUM
$124.2M
Discretionary
$123.3M
Employees
2
Clients
11
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $124.2M | $123.3M | $870K | 2 | 10 |
| Oct 2025 | $124.2M | $123.3M | $870K | 2 | 10 |
| Oct 2025 | $124.2M | $123.3M | $870K | 2 | 10 |
| Sep 2025 | $124.2M | $123.3M | $870K | 2 | 10 |
DateDec 2025
Total AUM$124.2M
Discretionary$123.3M
Non-Disc.$870K
Employees2
Clients10
DateOct 2025
Total AUM$124.2M
Discretionary$123.3M
Non-Disc.$870K
Employees2
Clients10
DateOct 2025
Total AUM$124.2M
Discretionary$123.3M
Non-Disc.$870K
Employees2
Clients10
DateSep 2025
Total AUM$124.2M
Discretionary$123.3M
Non-Disc.$870K
Employees2
Clients10