A complete list of active advisors currently associated with Upraise Wealth Advisory, LLC

Warmer can help you find a great advisor at Upraise Wealth Advisory, LLC or one who fits your needs even better.

Upraise Wealth Advisory, LLC is a registered, fee‑only investment adviser that offers wealth management and limited‑scope, project‑based financial planning to individuals and high‑net‑worth individuals. Services include discretionary and non‑discretionary portfolio management across equities, fixed income, mutual funds, ETFs, and optional written financial plans provided at a client’s election. The firm’s investment process is built around asset allocation and a combination of passive and active strategies, employing fundamental analysis and mutual fund/ETF due diligence that emphasizes underlying holdings, liquidity, tax efficiency, and strategic‑beta considerations. Accounts are reviewed at least quarterly, are tailored to each client’s goals and risk tolerance, and clients may impose written restrictions on individual securities or sectors. The adviser was formed in June 2025 and, as of July 2025, reports no assets under management and no client accounts, reflecting a start‑up profile that is uncommon among established investment managers. Operationally, the firm requires use of a single institutional custodian platform, does not aggregate (block) trades, leaves proxy voting to clients, and permits direct fee deduction by the custodian—practices that distinguish its operational model from many peers.

To learn more about the advisors currently working at Upraise Wealth Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.