# Rise Private Wealth Management

> Rise Private Wealth Management is an SEC-registered investment advisory firm in Bedford, NH, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 343846
- Filed as: RISE PRIVATE WEALTH MANAGEMENT
- Legal name: RPWM Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343846
- AdvisorCensus page: https://advisorcensus.com/firm/rise-private-wealth-management-bedford-nh-343846

## Quick answers

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

**Where is Rise Private Wealth Management located?**
Rise Private Wealth Management's principal office is in Bedford, NH, according to its Form ADV; the October 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Rise Private Wealth Management registered with the SEC or a state?**
Rise Private Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343846.

**How much does Rise Private Wealth Management manage?**
Rise Private Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.

**Does Rise Private 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 SEC record: https://adviserinfo.sec.gov/firm/summary/343846

**What changed in Rise Private Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC. Added an office in Auburn, ME. Added an office in Bangor, ME. Added an office in Irvine, CA. Added an office in Littleton, NH. Added an office in McPherson, KS. Added an office in Portsmouth, NH. Added an office in Rye Brook, NY. Added an office in Warwick, NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 102 total, 50 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, KS, ME, MI, MN, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Auburn, ME
- Bangor, ME
- Irvine, CA
- Littleton, NH
- McPherson, KS
- Portsmouth, NH
- Rye Brook, NY
- Warwick, NY

### Websites listed on Form ADV (Item 1.I)
- [riseprivatewealthmanagement.com](https://riseprivatewealthmanagement.com)

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.
- Added an office in Auburn, ME.
- Added an office in Bangor, ME.
- Added an office in Irvine, CA.
- Added an office in Littleton, NH.
- Added an office in McPherson, KS.
- Added an office in Portsmouth, NH.
- Added an office in Rye Brook, NY.
- Added an office in Warwick, NY.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rise Private Wealth Management (CRD 343846): Form ADV filing data as of October 2026.
