$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2025
- Office Locations
- 1
Office Locations
-- Annapolis MD
About Upraise Wealth Advisory, LLC
Upraise Wealth Advisory, LLC is a Annapolis-based RIA. The firm has been operating for 0 years. Managing $6.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$627.7K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
Michael Parks
Chief Compliance Officer, FOUNDER
- CRD
- #5124864
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,277,294 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,277,294 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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