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- Custodian
- Charles Schwab & Company · LPL Financial · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2016
- Office Locations
- 1
Office Locations
About Wealthrise Financial Planning, LLC
Wealthrise Financial Planning is an independent, fee-only RIA offering investment management alongside retirement, tax, estate and insurance planning, plus education, cash-flow, Social Security optimization and transaction support. Planning can be delivered hourly for non-AUM clients. Portfolios use a financial-science, diversified approach incorporating Dimensional Fund Advisors and Vanguard funds, with no commissions or 12b-1 fees.
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Investment Themes
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Owner & Executives
SHELLEY MARIE MURASKO
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6370966
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kelly Elizabeth Doyle
--
- CRD
- #7861921
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,033,057 | $398,924 |
| Non-Discretionary | $0 | -- |
| Total | $136,033,057 | $398,924 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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