# RISE PRIVATE WEALTH ADVISORS

RISE PRIVATE WEALTH ADVISORS is a RIA based in Tucson.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tucson
- **Assets under management:** Undisclosed
- **Website:** riseprivate.com
- **LinkedIn:** https://www.linkedin.com/company/riseprivate

## Regulatory record

- **CRD number:** 309356
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309356

## About

Rise Private Wealth Advisors is an independent wealth management firm that provides financial planning centered on clients' lives, stories, values, and goals. The firm offers comprehensive services connecting investments, retirement income, insurance and protection, tax planning, estate and legacy planning, and business transitions. Its approach emphasizes trust, transparency, real conversations, and lasting relationships rather than products or pressure.

## Sectors

- Retirees, pre-retirees, and families

## People

- David D'Eredita — Founder | Senior Advisor
- Alastair Stansfield — CFP®, Partner | Advisor
- Mary Jo "MJ" Brehm — Client Service & Operations Manager
- Lesley Cole — Operations Associate

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Last updated: 2026-08-11T15:07:57.118Z

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