# Highrise Wealth Management

> Highrise Wealth Management is a state-registered investment advisory firm in Miami, FL, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 316327
- Filed as: HIGHRISE WEALTH MANAGEMENT
- Legal name: Highrise Wealth Management Corp
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316327
- AdvisorCensus page: https://advisorcensus.com/firm/highrise-wealth-management-miami-fl-316327

## Quick answers

**How is Highrise Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Highrise Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Highrise Wealth Management located?**
Highrise Wealth Management's principal office is in Miami, FL, according to its Form ADV.

**Is Highrise Wealth Management registered with the SEC or a state?**
Highrise Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316327.

**How much does Highrise Wealth Management manage?**
Highrise Wealth Management reports $17,644,777 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Highrise Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (17).

**Does Highrise Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316327

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,644,777
- Discretionary: $17,644,777
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $6,208,946 |
| High net worth individuals | 17 | $11,037,962 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $397,869 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- highrisewm.com
- Facebook facebook.com
- Instagram @highrise_wealth_management
- LinkedIn @highrise-wealth-management
- LinkedIn @daniel-del-rio-2b7275138

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highrise Wealth Management (CRD 316327): Form ADV filing data as of October 2026.