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Building 2WEALTHRISE FINANCIAL PLANNING, LLC

Map pinCARLSBAD, CA
Phone(760) 508-0368
NotebookSEC #801-134557
Total AUM
$136M
Employees
2
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5938 PRIESTLY DR., SUITE 103
CARLSBAD
CA 92008
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(760) 508-0368
Other Offices
1

ReceiptFinancials

Total AUM
$136M
Accounts
341
Discretionary
$136M
Accounts
341
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$17.8M
HNW Individual Clients
56
AUM
$118.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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