RIA Intel›Advisers›Virginia›RISE WEALTH PARTNERS LLC

RISE WEALTH PARTNERS LLC

Advisory

MECHANICSVILLE, VA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in VA

#499

of 588 advisers by AUM

Average account

$136K

across 533 accounts

AUM per adviser

$72M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$72M

Discretionary AUM$72M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients210

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

210 clients

21 high-net-worth

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

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

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SOVEREIGN WEALTH MANAGEMENT, LLC

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WISEMAN WEALTH, LLC

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