Rise Private Wealth Advisors

Rise Private Wealth Advisors (CRD# 309356) is a financial advisory firm headquartered in Tucson, AZ. They manage $37,133,837 in 314 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3561 E Sunrise Drive, Suite 129, Tucson, AZ 85718
https://www.linkedin.com/company/riseprivate
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $118,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX

Financial Advisors at Rise Private Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
David D'Eredita, financial advisor Tucson AZ
David T. D'Eredita
CRD#: 6238859
Tucson, AZ

David D'Eredita (CRD# 6238859) is the Founder and an Investment Advisor at Rise Private Wealth Advisors, LLC in Tucson, AZ and has over 10 years of experience in the finance industry.  Including experience as Portfolio Manager of an RIA and multiple Mutual Funds.

2
Alastair Stansfield, financial advisor Tucson AZ
Alastair D. Stansfield
CRD#: 6131174
3561 E Sunrise Drive, Suite 129, Tucson, AZ 85718

Alastair Stansfield (CRD# 6131174) is an Investment Advisor Representative working at Rise Private Wealth Advisors in Tucson, AZ and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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