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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURASKO, SHELLEY, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MURASKO, SHELLEY, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MURASKO, SHELLEY, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MURASKO, SHELLEY, MARIE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (3)
CA NH TX
Address
5938 PRIESTLY DR., SUITE 103CARLSBAD, CA 92008
United States
Phone: (760) 508-0368