$18.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EmberFrontier ember +more
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
-- Oakland CA
About Raise Financial Advisors LLC
Raise Financial Advisors LLC is a people-centered, founder-led financial planning firm in Oakland, CA. The team builds goal-based financial plans and portfolios, supporting areas like tax, estate and charitable planning and risk management. Client portfolios are implemented primarily with public funds and ETFs and custodied at Charles Schwab, making it an accessible partner for model and ETF distribution.
Team overview
49 AVG AGE
$18.1M AVG AUM / ADVISOR
$220.8K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Insight focus Vital Radial quantum
Custodian
Frontier legacy
Investment Themes
Meridian catalyst Pathway Eagle Element
Investment Vehicles
Oak pathway
Services
Eagle Matrix Wave crest Bridge Momentum radial Momentum Atlas
Technology
Unison ridge Insight Zenith quantum Timber Alpha signal Zenith atlas
Owner & Executives
Patricia Ellen Johnson
Certified Financial Planner, Chief Compliance Officer, FOUNDER
- CRD
- #7313931
- Ownership
- 75% or more
(224) 546-2790
ember.alpha@fusioncapital.com
in linkedin.com/in/legacy-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,103,195 | -- |
| Total | $18,103,195 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,103,195
Public Funds:
24.2% Equity - Exchange:
22.5% Cash:
19.6% Corporate - Investment Grade:
18.2% U.S. Government/Agency:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $213,310,802 | 24.2% |
| Equity - Exchange | $198,326,158 | 22.5% |
| Cash | $172,764,120 | 19.6% |
| Corporate - Investment Grade | $160,423,826 | 18.2% |
| U.S. Government/Agency | $136,624,687 | 15.5% |
| Total | $881,449,593 | 100.0% |