$17.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VertexFusion ember
- Established Date
- 10-20-2021
- Office Locations
- 1
Office Locations
9495 SW 72 ST Unit 270b Miami FL
About Highrise Wealth Management
HighRise Wealth Management is a Miami-based RIA focused on building comprehensive financial plans for families, pairing organization, education, and ongoing accountability with long-term advisory relationships. The firm provides investment planning and portfolio construction using a mix of public funds, ETFs, and fixed income, alongside insurance and tax/estate planning support. Custodied at Charles Schwab.
Team overview
31 AVG AGE
$17.6M AVG AUM / ADVISOR
$226.2K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Fusion vertex
Investment Themes
Harbor foundation Matrix Pioneer capital
Investment Vehicles
Atlas
Platform
Element peak
Services
Catalyst momentum Frontier matrix Alpha Meridian atlas Focus eagle Wave Vertex vector Element Matrix Glacier ridge
Technology
Matrix crest Vital
Owner & Executives
Daniel Alejandro Del Rio
Chief Compliance Officer, Managing Member, President
- CRD
- #6800838
- Ownership
- 75% or more
(772) 555-8233
timber.alpha@quantumcapital.com
in linkedin.com/in/frontier-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,644,777 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,644,777 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,644,777
Public Funds:
24.4% Corporate - Investment Grade:
7.7% Equity - Exchange:
16.7% Cash:
13.5% Corporate - Non-Investment Grade:
6.1% Private Funds:
7.3% U.S. Government/Agency:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $421,358,235 | 24.4% |
| Corporate - Investment Grade | $132,969,607 | 7.7% |
| Equity - Exchange | $288,388,628 | 16.7% |
| Cash | $233,128,532 | 13.5% |
| Corporate - Non-Investment Grade | $105,339,559 | 6.1% |
| Private Funds | $126,062,095 | 7.3% |
| U.S. Government/Agency | $419,631,358 | 24.3% |
| Total | $1,726,878,014 | 100.0% |