RISE RETIREMENT, LLC

RISE RETIREMENT, LLC of LEE'S SUMMIT, MO is an SEC-registered investment adviser (CRD 299026). Regulatory assets under management: $71.6M.

Registration

• CRD: 299026
• Type: Registered investment adviser
• Location: 710 SE THIRD STREET, LEE'S SUMMIT, MO, 64063
• Phone: 913-363-7401
• Latest filing: 2026-07-08
• Regulatory AUM: $71.6M
• Discretionary AUM: $48.6M
• Non-discretionary AUM: $23.0M
• Clients: 2
• Accounts: 346

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299026 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search