WEALTHRISE FINANCIAL PLANNING, LLC

WEALTHRISE FINANCIAL PLANNING, LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 283764). Regulatory assets under management: $136.0M.

Registration

• CRD: 283764
• SEC file number: 801-134557
• Type: Registered investment adviser
• Location: 5938 PRIESTLY DR., SUITE 103, CARLSBAD, CA, 92008
• Phone: (760) 508-0368
• Latest filing: 2026-03-27
• Regulatory AUM: $136.0M
• Discretionary AUM: $136.0M
• Clients: 2
• Accounts: 341

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 283764 on SEC IAPD (source of record)
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