{
  "crd_number": 343585,
  "slug": "wealthrise-343585",
  "primary_business_name": "WEALTHRISE",
  "legal_name": "WEALTHRISE, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-08-14",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-17",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://getwealthrise.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343585",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/wealthrise-343585",
  "display_name": "Wealthrise",
  "summary": "Wealthrise is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.",
  "citation": "AdvisorCensus. Wealthrise (CRD 343585): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wealthrise compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealthrise reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Is Wealthrise registered with the SEC or a state?",
      "a": "Wealthrise is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343585."
    },
    {
      "q": "How much does Wealthrise manage?",
      "a": "Wealthrise reports $0 in regulatory assets under management in its Form ADV filing dated August 17, 2026."
    },
    {
      "q": "Does Wealthrise report any disciplinary disclosures?",
      "a": "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/343585"
    },
    {
      "q": "Does Wealthrise state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 17, 2026 says: \"The $10,000 minimum applies to both tiers, except Wealthrise may accept IRA accounts below $10,000.\" \"The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $10,000 for both the Normal and Advanced tiers.\""
    },
    {
      "q": "What changed in Wealthrise's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000"
        ],
        "quotes": [
          "The $10,000 minimum applies to both tiers, except Wealthrise may accept IRA accounts below $10,000.",
          "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $10,000 for both the Normal and Advanced tiers."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 10000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The $10,000 minimum applies to both tiers, except Wealthrise may accept IRA accounts below $10,000.",
      "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $10,000 for both the Normal and Advanced tiers."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealthrise-343585.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343585",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}