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Asset manager · Bedford, NH

Rise Private Wealth Management

Rpwm Partners, LLC · SEC-registered investment adviser · CRD 343846 · SEC 801-137220

At a glance

Rise Private Wealth Management is an SEC-registered investment adviser based in Bedford, New Hampshire, with $0 in regulatory assets under management as of its Form ADV filed October 1, 2026. By Form ADV it is a asset manager, ranked 3,045th of 3,218 asset managers and 17,030th of 17,210 SEC-registered advisers by assets.

Main office 603-457-7001riseprivatewealthmanagement.comAs filed on Form ADV

Regulatory AUM
$0M
Rank among asset managers
#3,045 of 3,218
Rank among all SEC RIAs
#17,030 of 17,210
Rank in New Hampshire
#78 of 78
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
102
Advisory staff
50
Offices
9

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Rise Private Wealth Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Rise Private Wealth Management is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer.

Its Form ADV brochure (filed September 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.

However, representatives of our firm are registered representatives of Purshe Kaplan Sterling Investments (“PKS”), a member of FINRA/SIPC.

Other hybrid RIAs

Disciplinary disclosures

Rise Private Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗riseprivatewealthmanagement.com ↗

AtlasMembers

The full record on Rise Private Wealth Management

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff from each filing
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Growth over one, three and five years
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Rank against 626 peers of its type and size
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Owners and executives, with titles and stakes
7 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Rise Private Wealth Management manage?

Rise Private Wealth Management reports $0 in regulatory assets under management, on its Form ADV filed October 1, 2026.

What kind of firm is Rise Private Wealth Management?

Rise Private Wealth Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Does Rise Private Wealth Management have any disciplinary history?

Rise Private Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Rise Private Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →