RightWise Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RightWise Wealth is a small advisory firm that serves individual clients, including high‑net‑worth households, and provides comprehensive financial planning alongside discretionary investment management. The firm also facilitates tax return filing through a third‑party provider and offers access to estate‑planning software as part of its planning services.
Investment decisions are guided by Modern Portfolio Theory and implemented primarily with ETFs, mutual funds, and factor‑based strategies, with discretionary trading authority exercised in line with documented client objectives and risk tolerances. RightWise structures planning with a more intensive first year of meetings followed by annual reviews and generally makes investment management available only to clients who elect its financial planning service.
Noteworthy operational features include the firm’s small scale (three advisors and approximately $13.7 million in AUM) and its requirement that clients custody assets at Charles Schwab Advisor Services; the firm does not sponsor a wrap fee program and does not aggregate trades across accounts. RightWise also integrates third‑party implementation tools—direct indexing through providers such as Quorus, tax‑filing facilitation via Uprise, and access to Vanilla estate‑planning software—while disclosing that related third‑party fees are separate and that it receives no referral compensation.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time onboarding fee: $1,000 for one-client household; $1,500 for two-client household.
$0 - $1,000,000.00: 1.00% $1,000,000.01 - $2,500,000.00: 0.75% $2,500,000.01 - $5,000,000.00: 0.50% $5,000,000.01+: 0.35%
Minimum fee: Quarterly billed minimum fees for financial planning: Core Client One-Client Household $1,175; Core Client Two-Client Household $1,425; Complex Client One-Client Household $1,675; Complex Client Two-Client Household $1,925 Fee-only: Financial planning fees billed quarterly in arrears ranging from $1,175 to $1,925 depending on client category and household size; one-time onboarding fees of $1,000 (one-client household) or $1,500 (two-client household).
Main office
See office10845 Griffith Peak Dr
Las Vegas NV 89135
Advisors at this office
1
Offices (3)
Most active in
California · Illinois · Nevada · New York · Texas
Also doing business as
Rightwise Wealth · Rightwise Wealth, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Hannah F
Series 65
Santa Clara, CA
RightWise Wealth
Hannah Farrow is a financial advisor at RightWise Wealth in Santa Clara, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Apple Inc for six years before entering the financial advisory field. Outside of her advisory role, she manages a rental property in Sommerville, MA. RightWise Wealth serves individual clients, including high-net-worth households, offering comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm emphasizes a structured planning process and utilizes ETFs, mutual funds, and factor-based strategies to implement client portfolios.
Caitlyn D
Series 65
Las Vegas, NV
RightWise Wealth
Caitlyn Driehorst is a financial advisor at RightWise Wealth with a Series 65 credential and three years of industry experience. She previously worked at Signal Advisors, OpenInvest, and Capital Group. RightWise Wealth is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm follows Modern Portfolio Theory and primarily uses ETFs, mutual funds, and factor-based strategies, integrating third-party tools for tax filing and estate planning.
Robert P
Series 65
Elmhurst, IL
RightWise Wealth
Robert Pick is a financial advisor at RightWise Wealth in Elmhurst, IL, holding a Series 65 designation. He has 16 years of prior experience working at Bain & Company. RightWise Wealth serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm integrates third-party tools for tax filing and estate planning and structures its client relationships with an intensive first year of meetings followed by annual reviews.
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