CRD: 327073
Rise Wealth Partners LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-12-2023
- Office Locations
- 1
Office Locations
About Rise Wealth Partners LLC
Greer Financial Group provides integrated financial, retirement, tax planning, insurance, and wealth management for small business owners and retirees. Portfolios are built primarily with ETFs and fixed-income exposures, including U.S. government/agency bonds. Fee-based advisory services are processed through and supervised by Rise Wealth Partners LLC (SEC-registered RIA), with custody through Charles Schwab & Co.
Team overview
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Investment Themes
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Platform
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Owner & Executives
MICHAEL A GREER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5083519
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,231,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,231,556 | -- |
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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 |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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