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RISE VEST INVESTMENTS, LLC

COLUMBIA, SC · CRD 313383 · IAPD ↗ · risevest.us · (224) 470-0277

$10.0MRegulatory AUM
1Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — RISE VEST INVESTMENTS, LLC (COLUMBIA, SC) left the SEC roster (was $10.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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