# Wealthrise Financial Planning, LLC: new SEC registration, $136M AUM, Carlsbad, CA

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Wealthrise Financial Planning, LLC |
| Legal name | Wealthrise Financial Planning, LLC |
| CRD | 283764 |
| Status | Approved |
| Registered with the SEC | 2025-12-12 |
| Latest Form ADV filing | 2026-03-27 |
| Location | Carlsbad, CA, United States |
| Regulatory AUM | $136,033,057 |
| Accounts | 341 |
| Employees | 2 |
| Website | https://www.linkedin.com/in/shelleymurasko/ |

## Why this score
- $136M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/283764). Last refreshed: 2026-10-28T20:49:58.746Z.
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.