Wealthrise
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealthrise is a fee-only, internet-based registered investment adviser that offers discretionary portfolio management to individual and high-net-worth clients through an online platform. Clients engage the service by linking eligible brokerage accounts, after which Wealthrise manages those accounts under an investment advisory agreement.
The firm relies on quantitative, rule-based algorithms drawing from technical analysis—using momentum, mean-reversion, trend strength indicators, predefined risk controls, and position-sizing rules—to generate model-driven signals and execute trades. Its strategies primarily allocate to leveraged, inverse, and leveraged-inverse ETFs across two leverage tiers, with automated execution and continuous platform monitoring.
Distinctive features for a firm of this type include the availability of performance-based fee arrangements for qualified clients, a practice that is uncommon among independent advisers, and an operational model that uses third-party payment processors to collect advisory fees (creating constructive custody considerations). Wealthrise is newly formed and operates as a small independent firm with a team-based structure rather than as a solo practitioner, and reported no client assets under management as of the brochure date.
Client services
Expertise
Fee options
Any amount+: 2.50% per annum - Alpha Strategy Normal Tier Any amount+: 3.00% per annum - Alpha Strategy Advanced Tier
15% of Net Profit per calendar quarter for qualified clients (defined by Rule 205-3), instead of management fee.
Account minimum: $10,000 Fee-only: Annual management fees of 2.5% or 3.0% depending on strategy tier; billed quarterly in arrears, fee-only advisory service.
Main office
Newcastle WA
Advisors at this office
1
Most active in
California · New York · Texas · Washington
Also doing business as
Wealthrise · Wealthrise, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")