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Founder, CEO, and Chief Compliance Officer · Wealthrise

Nishant N. Panchal

CRD 8312345 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthrise, an SEC-registered asset manager with $0 in regulatory assets, lists Nishant N. Panchal on its Form ADV as Founder, CEO, and Chief Compliance Officer, a control person.

Firms and roles

  • WealthriseFounder, CEO, and Chief Compliance OfficerAsset manager · United States · $0M in regulatory assets

AtlasMembers

Nishant’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nishant’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.