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Wealthrise Financial Planning, LLC

EST. AUM
$136,033,057

CONTACTS
1

CLIENT ACCOUNTS
341

Firm Details

Metro area San Diego
CRD Number 283764
Website wealthrisefp.com
Client types

Overview

Wealthrise Financial Planning, LLC is a fee-only registered investment adviser headquartered in Carlsbad, California, that prioritizes client interests and fiduciary duty, integrating investment management within a broader financial planning framework. The firm emphasizes careful portfolio construction, cost-efficiency, and long-term investment growth grounded in planning principles and supported by academic investment research concepts. Its services include both ongoing investment management and standalone financial planning support on an hourly basis for non-investment management clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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