Wealthrise Financial Planning, LLC
● SEC registered since 2025CRD 283764SEC# 801-134557Carlsbad, CA
Reg. AUM
$136M
Employees
2
Accounts
341
Location
Carlsbad, CA
Wealthrise Financial Planning, LLC assets under management
Wealthrise Financial Planning, LLC is an SEC-registered investment adviser based in Carlsbad, CA. The firm has been registered since 2025. It reports $136 million in regulatory assets under management and employs 2 people.
Wealthrise Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shelley Marie Murasko Control | Managing Member/Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Wealthrise Financial Planning, LLC manage?
Wealthrise Financial Planning, LLC reports $136 million in regulatory assets under management on its Form ADV.
How many employees does Wealthrise Financial Planning, LLC have?
Wealthrise Financial Planning, LLC reports 2 employees.
Where is Wealthrise Financial Planning, LLC located?
Wealthrise Financial Planning, LLC is based in Carlsbad, CA and has been SEC-registered since 2025.
Does Wealthrise Financial Planning, LLC disclose fund performance?
Wealthrise Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5938 Priestly Dr., Suite 103, Carlsbad, CA 92008 |
| Phone | (760) 508-0368 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136M▲ 10%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$136Mregulatory AUM
Discretionary $136M