HIGHRISE WEALTH MANAGEMENT

HIGHRISE WEALTH MANAGEMENT of MIAMI, FL is an SEC-registered investment adviser (CRD 316327). Regulatory assets under management: $17.6M.

Registration

• CRD: 316327
• Type: Registered investment adviser
• Location: 9495 SW 72 ST., MIAMI, FL, 33173
• Phone: (786) 370-6125
• Latest filing: 2026-03-19
• Regulatory AUM: $17.6M
• Discretionary AUM: $17.6M
• Clients: 2
• Accounts: 135

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316327 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search