Multi-Family OfficeRIA · CRD 319630SEC-Registered

Updated:

Rising Tide Wealth Advisory Solutions LLC

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC is an SEC-registered investment adviser in ST. LOUIS, MO. The firm manages approximately $19 million in regulatory...

Rising Tide Wealth Advisory Solutions LLC

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC is an SEC-registered investment adviser in ST. LOUIS, MO. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Wealth ManagementFinancial Planning

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.

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