RIA Intel›Advisers›Arizona›RISE PRIVATE WEALTH ADVISORS LLC

RISE PRIVATE WEALTH ADVISORS LLC

Advisory

TUCSON, AZ

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in AZ

#342

of 387 advisers by AUM

Average account

$172K

across 366 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients135

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, CO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

135 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

FERN FINANCIAL GROUP, LLC

$63M

NORTH SCOTTSDALE WEALTH ADVISORS, LLC

$63M

METTE ASSOCIATES, LLC

$63M

THUNDERBIRD WEALTH MANAGEMENT, INC.

$61M

J.P. ATKINSON & ASSOCIATES, INC.

$65M

MATHON MANAGEMENT, LLC

$65M

Get the full picture on RISE PRIVATE WEALTH ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RISE PRIVATE WEALTH ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans