Wealthrise Financial Planning, LLC
Wealthrise Financial Planning, LLC is an SEC-registered ria in Carlsbad, CA with $136.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wealthrise Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283764, SEC 801-134557, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $136.0M (2026-03-27)
- Firm type
- Ria
- Location
- Carlsbad, CA
- Employees
- 2
- Clients
- 98
- CRD
- 283764
- Ownership
- MURASKO, SHELLEY, MARIE
How much AUM does Wealthrise Financial Planning, LLC have?
Wealthrise Financial Planning, LLC reported $136.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Wealthrise Financial Planning, LLC?
Disclosed owners and executives of Wealthrise Financial Planning, LLC include MURASKO, SHELLEY, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.