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RISE PRIVATE WEALTH MANAGEMENT

BEDFORD, NH · CRD 343846 · IAPD ↗ · riseprivatewealthmanagement.com · 603-457-7001

$0Regulatory AUM
50Advisory reps
102Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
October 2026 — RISE PRIVATE WEALTH MANAGEMENT (BEDFORD, NH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 50 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.