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RISE INVESTMENT MANAGEMENT, LLC

Advisory

CHICAGO, IL

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in IL
#1,211
of 1,719 advisers by AUM
Average account
$333K
across 146 accounts
AUM per adviser
$24M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM
$49M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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