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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-28-2020
- Office Locations
- 1
Office Locations
About Rise Private Wealth Advisors
Rise Private Wealth Advisors is an independent ensemble RIA in Tucson, AZ providing integrated financial planning and investment management. The team builds goal- and risk-based portfolios and ties them to retirement income, annual tax-return reviews (including Roth conversion and charitable-giving strategies), insurance/annuity education, and estate/legacy planning, with ongoing reviews through life and business transitions. The firm participates in the Ramsey SmartVestor program and offers an RPWA mobile app for client reporting and documents.
Team overview
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Technology
Owner & Executives
DAVID TAYLOR D'EREDITA
Chief Compliance Officer, FOUNDER
- CRD
- #6238859
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALASTAIR DAVID STANSFIELD
Investment Advisor
- CRD
- #6131174
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,865,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,865,272 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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