Wealthrise Financial Planning, LLC

Wealthrise Financial Planning, LLC (CRD# 283764) is a financial advisory firm headquartered in Carlsbad, CA. They manage $90,384,716 in 301 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

5938 Priestly Dr., Suite 103, Carlsbad, CA 92008

http://www.wealthrisefp.com

By the Numbers

Total Assets Under Management

90

MILLION
Total Number of Accounts

301

ACCOUNTS
Average Account Value

$300,281

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wealthrise Financial Planning, LLC

Showing 1 - 2 of 2 top financial advisors.

Shelley M. Murasko

CRD#: 6370966

5938 Priestly Dr., Suite 103, Carlsbad, CA 92008

Shelley Murasko (CRD# 283764) is an Investment Advisor Representative working at Wealthrise Financial Planning, LLC in Encinitas, CA and has over 5 years of experience in the finance industry.

Kelly E. Doyle

CRD#: 7861921

5938 Priestly Dr., Suite 103, Carlsbad, CA 92008

Kelly Doyle (CRD# 7861921) is an Investment Advisor Representative working at Wealthrise Financial Planning, LLC in Carlsbad, CA and has 1 year 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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