RIA Intel›Advisers›Maryland›UPRAISE WEALTH ADVISORY, LLC

UPRAISE WEALTH ADVISORY, LLC

Advisory

MD

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$209K

across 30 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

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

10 clients

3 high-net-worth

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

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Advisers of similar size in MD

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

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LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

NATIONAL HARBOR, MD

$6M

THE WEALTH SYNDICATE LLC

SILVER SPRING, MD

$7M

ATLANTIC ADVISORS, INC.

$6M

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