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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-2023
- Office Locations
- 4
Office Locations
About Rightwise Wealth
RightWise Wealth is an independent, fiduciary advisory firm focused on high-earning professionals in their 30s–40s navigating rising financial complexity. The team delivers full-life planning and execution—covering cash flow, workplace benefits, and investment strategy. Portfolios are implemented primarily with ETFs, with custody through platforms such as Betterment.
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Owner & Executives
CAITLYN LEIGH DRIEHORST
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #6806260
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Hannah Farrow
Financial Advisor
- CRD
- #7969879
ROBERT MICHAEL PICK
--
- CRD
- #5360457
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,771,861 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,771,861 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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