RISE FINANCIAL PARTNERS

RISE FINANCIAL PARTNERS is an SEC-registered investment adviser (CRD 305637). Regulatory assets under management: $59.1M.

Registration

• CRD: 305637
• Type: Registered investment adviser
• Phone: 941-961-8555
• Latest filing: 2026-03-31
• Regulatory AUM: $59.1M
• Discretionary AUM: $59.1M
• Clients: 4
• Accounts: 358

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305637 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search