# Uprise Advisers LLC

> Uprise Advisers LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated March 18, 2026.

- CRD: 322959
- Filed as: UPRISE ADVISERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322959
- AdvisorCensus page: https://advisorcensus.com/firm/uprise-advisers-llc-san-francisco-ca-322959

## Quick answers

**How is Uprise Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Uprise Advisers LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Uprise Advisers LLC located?**
Uprise Advisers LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Uprise Advisers LLC registered with the SEC or a state?**
Uprise Advisers LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322959.

**What types of clients does Uprise Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (1).

**Does Uprise Advisers LLC 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/322959

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $0 |
| High net worth individuals | 1 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NV, NY, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- uprise.us
- LinkedIn @join-uprise

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Uprise Advisers LLC (CRD 322959): Form ADV filing data as of October 2026.