RISE VEST INVESTMENTS, LLC
CRD #313383 SEC #801-122672 COLUMBIA, SC (224) 470-0277
SEC Registered
Total AUM
$10M
Discretionary
$10M
Employees
2
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $10M | $10M | $0 | 2 | 0 |
| Mar 2024 | $10M | $10M | $0 | 2 | 0 |
| Feb 2023 | $10M | $10M | $0 | 6 | 0 |
| Jun 2022 | $0 | $0 | $0 | 2 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Feb 2022 | $0 | $0 | $0 | 1 | 0 |
| Feb 2022 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0