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WEALTHRISE
Legal name: WEALTHRISE, INC.
CRD 343585File 801-137092
APPROVED-120
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 14, 2026
- Principal office
- Not reported
- Phone
- 404-729-0478
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $0
- Discretionary AUM
- $0
- Non-discretionary AUM
- $0
- Discretionary accounts
- 0
- Non-discretionary accounts
- 0
- Total accounts
- 0
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Registration | — | APPROVED-120 |
| Aug 17, 2026 | Aum | — | 0 |
| Aug 17, 2026 | Clients | — | 0 |
| Aug 17, 2026 | Accounts | — | 0 |
| Aug 17, 2026 | Employees | — | 1 |
| Aug 17, 2026 | Custody | — | false |
| Aug 17, 2026 | Disclosures | — | false |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.