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Wealthrise Financial Planning, LLC

● SEC registered since 2025CRD 283764SEC# 801-134557Carlsbad, CA
Export (members)
Reg. AUM
$124.2M
Employees
2
Accounts
338
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 $124.2 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/shelleymuraskoView on SEC.gov ↗

Wealthrise Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Shelley Marie Murasko ControlManaging Member/Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Wealthrise Financial Planning, LLC manage?

Wealthrise Financial Planning, LLC reports $124.2 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

Address5938 Priestly Dr., Suite 103, Carlsbad, CA 92008
Phone(760) 508-0368
Office hours8:30 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.3M
Non-discretionary$870K
Total (RAUM)$124.2M