RAISE FINANCIAL ADVISORS LLC

RAISE FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 311515). Regulatory assets under management: $18.1M.

Registration

• CRD: 311515
• Type: Registered investment adviser
• Phone: 510-410-8933
• Latest filing: 2026-01-28
• Regulatory AUM: $18.1M
• Non-discretionary AUM: $18.1M
• Clients: 1
• Accounts: 171

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 311515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search