CRD: 333576
Rise Investment Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-20-2024
- Office Locations
- 1
Office Locations
About Rise Investment Management, LLC
RISE Investments is an independent fiduciary wealth management firm (founded 2019) providing tailored investment management and comprehensive financial planning. The team focuses on high-net-worth individuals and families, mid-career professionals, business owners (including ESOP participants), and retirees/pre-retirees, with an emphasis on personalized, multi-generational planning aligned to long-term security and growth.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Vincent Anthony DeCrow
Chief Compliance Officer, PRINCIPAL
- CRD
- #7178732
- Ownership
- 75% or more
Thomas Van Spankeren
Chief Investment Officer, Principal
- CRD
- #8017741
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,602,968 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,602,968 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing