RISE PRIVATE WEALTH ADVISORS

RISE PRIVATE WEALTH ADVISORS of TUCSON, AZ is an SEC-registered investment adviser (CRD 309356). Regulatory assets under management: $62.9M.

Registration

• CRD: 309356
• Type: Registered investment adviser
• Location: 3561 E SUNRISE DRIVE, TUCSON, AZ, 85718
• Phone: 520-372-5700
• Latest filing: 2026-02-23
• Regulatory AUM: $62.9M
• Discretionary AUM: $62.9M
• Clients: 2
• Accounts: 366

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309356 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search