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WEALTHRISE FINANCIAL PLANNING, LLC

CARLSBAD, CA · CRD 283764 · IAPD ↗ · (760) 508-0368

$136.0MRegulatory AUM
2Advisory reps
2Employees
16Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — WEALTHRISE FINANCIAL PLANNING, LLC (CARLSBAD, CA) is newly SEC-registered with $124.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.