Rise Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$72,231,556
Total clients
210
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
210
Average account size
$343,960
About
Rise Wealth Partners LLC provides discretionary portfolio management, financial planning, and related advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $53.7 million in discretionary assets for roughly 211 clients and also offers access to commissionable insurance products through its licensed representatives.
Investment advice is tailored to client objectives and risk tolerance, with asset allocation, rebalancing, and ongoing supervision implemented primarily on a discretionary basis. The firm relies on third‑party sub‑advisers and model portfolios for research, trading, and billing, and offers aggregation and managed services for held‑away retirement plan assets via Pontera, with at least annual client reviews.
The firm operates with an unusually high client-to-advisor load—over 200 clients per advisor—which corresponds with its use of model portfolios, sub‑advisers, and third‑party tools to scale servicing. Its brochure discloses prior regulatory matters involving the firm’s principal (a 2015 FINRA Acceptance, Waiver & Consent resulting in a six‑month suspension and a $7,500 fine and a related Maryland order that was later vacated) and identifies material outside business activities, including commissionable insurance sales and other non‑advisory ventures.
Client services
Expertise
Occupation focus
Fee options
Negotiable fixed fee of up to $30,000.00 for financial planning services.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001+: 1.00%
Associated persons are licensed insurance agents and earn commissions on insurance product sales separate from advisory fees.
Negotiable hourly fee of up to $500.00 for financial planning services.
Account minimum: $100,000
Main office location
Rise Wealth Partners LLC
8200 Center Path Ln, Ste A
Mechanicsville VA 23116, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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