Skip to content
RR
Asset ManagerRIA · CRD 299026

Updated:

RISE RETIREMENT, LLC

RISE RETIREMENT, LLC is a state-registered investment adviser in LEE'S SUMMIT, MO. The firm manages $72 million in assets, $49 million on a discretionary...

Overview

RISE RETIREMENT, LLC is a state-registered investment adviser in LEE'S SUMMIT, MO. The firm manages $72 million in assets, $49 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

What assets does RISE RETIREMENT, LLC manage?

There is no publicly available information on AUM, asset classes, or portfolio holdings. The firm has not filed required disclosures with regulators or media, making it impossible to assess its scope.

Where is RISE RETIREMENT, LLC located?

The firm's headquarters location is not published. No office addresses appear in public records, business directories, or state filings.

How can an allocator evaluate RISE RETIREMENT, LLC?

Due diligence is not possible with current public data. There are no audited financials, team biographies, or investment documents. Institutional allocators should expect no access to operational insights from this firm.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles