A complete list of active advisors currently associated with Wealthrise

Warmer can help you find a great advisor at Wealthrise or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wealthrise, 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.