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Rising Tide Wealth Advisory Solutions LLC
Rising Tide Wealth Advisory Solutions LLC is an SEC-registered investment adviser classified as a multi-family office.
Rising Tide Wealth Advisory Solutions LLC
Rising Tide Wealth Advisory Solutions LLC is an SEC-registered investment adviser classified as a multi-family office. The firm provides holistic wealth management, including financial planning, investment portfolio construction, and estate planning guidance. Its operating structure suggests the firm serves multiple unrelated families rather than a single principal's fortune, distinguishing it from single-family offices. Strategy centers on customized asset allocation across a mix of asset classes including equities, fixed income, alternatives, and cash management. The RIA model allows for flexibility in client-specific mandates and fiduciary oversight. Operations are concentrated within the contiguous United States, with no public disclosure of international reach. Team size and total assets under management are not publicly disclosed. As a registered adviser, the firm is subject to SEC reporting requirements. No recent operational events are accessible in public sources. The firm's structural differentiator lies in its SEC-registered RIA status, which imposes regulatory standards and fiduciary duty to clients. This distinguishes it from unregistered family offices, but the firm's lack of public disclosure limits strategic assessment.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Rising Tide Wealth Advisory Solutions?
The firm has not publicly disclosed named principals or investment committee members. As an SEC-registered adviser, investment decisions are directed by the firm's qualified professionals in accordance with client-specific investment policies.
How is Rising Tide Wealth Advisory Solutions structured — single family office or multi-family office?
The firm is structured as a multi-family office operating as an SEC-registered RIA. This structure implies the firm serves multiple families rather than a single wealth origin.
Does Rising Tide Wealth Advisory Solutions make direct investments or only fund commitments?
The firm's public disclosures do not specify direct investment activity. As an RIA serving clients, it likely manages investments through a combination of individual securities, mutual funds, ETFs, and external managers under client advisory mandates.
What sectors does Rising Tide Wealth Advisory Solutions explicitly avoid?
The firm has not published sector avoidance guidelines. Client portfolios are constructed based on individual risk profiles and objectives.
Where does the underlying wealth managed by the firm come from?
The firm has not disclosed the sources of wealth for its clients. Given its multi-family office structure, the client base likely includes high-net-worth individuals and families across various industries.
Is Rising Tide Wealth Advisory Solutions related to any other financial entities or family offices?
No publicly disclosed affiliations with other financial entities or family offices are recorded.
What investment stages does the firm typically target?
The firm has not publicly stated a target stage. As a wealth management RIA, it likely focuses on publicly traded securities and managed funds rather than venture or growth-stage direct investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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