Rise Private Wealth Management: applying for SEC registration, Bedford, NH
Rise Private Wealth Management (Bedford, New Hampshire): applying for SEC registration, Bedford, NH. Dated 55 days ago, it serves as a historical benchmark. Score 70/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 5 related NH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Rise Private Wealth Management |
| Legal name | Rpwm Partners, LLC |
| CRD | 343846 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-09-10 |
| Latest Form ADV filing | 2026-10-01 |
| Location | Bedford, NH, United States |
| Employees | 102 |
| Website | https://www.riseprivatewealthmanagement.com |
| Peer records CSV (6 NH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NH first): Mardin Capital Group · Middle Street Capital, LLC · Gassman Financial LLC · Saltbox Financial LLC · Vanguard Capital Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Rise Private Wealth Management and 6 New Hampshire peers
- New Hampshire NewRiaPulse records like this one: 6
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Hampshire peer: $1,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
70 / 100 Score
- Registered in the last 60 days.
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Rise Private Wealth Management in Bedford, New Hampshire?
Rise Private Wealth Management applied for SEC registration as an investment adviser (2026-09-10), based in Bedford, NH.
How does Rise Private Wealth Management compare to other New Hampshire NewRiaPulse records?
It is 55 days old; check the official source for later updates before acting. Its Score of 70/100 puts it among the stronger signals in this feed.
Rise Private Wealth Management vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Rise Private Wealth Management | Bedford, NH | 2026-09-10 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.