# Wealthrise

> 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.

- CRD: 343585
- Filed as: WEALTHRISE
- Legal name: Wealthrise, Inc.
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343585
- AdvisorCensus page: https://advisorcensus.com/firm/wealthrise-343585

## Quick answers

**How is Wealthrise compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthrise reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Wealthrise registered with the SEC or a state?**
Wealthrise is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343585.

**How much does Wealthrise manage?**
Wealthrise reports $0 in regulatory assets under management in its Form ADV filing dated August 17, 2026.

**Does Wealthrise 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/343585

**Does Wealthrise state an account minimum?**
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."

**What changed in Wealthrise's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: $10,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- getwealthrise.com

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthrise (CRD 343585): Form ADV filing data as of October 2026.