# WealthRise Financial Planning

WealthRise Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/shelleymurasko

## Regulatory record

- **CRD number:** 283764
- **SEC file number:** 801-134557
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283764

## About

Wealthrise Financial Planning, LLC is an SEC-registered investment adviser in Carlsbad, CA, registered since 2025. The firm manages approximately $136 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Financial Services

## Questions

### What is the investment strategy of WealthRise Financial Planning?

WealthRise Financial Planning has not publicly articulated any investment strategy, asset-class focus, or geographic mandate. The firm's name centers on financial planning, implying a client-advisory focus rather than proprietary capital deployment. No portfolio holdings or deal-level data have been reported.

### Where is WealthRise Financial Planning based?

The firm is registered as a limited liability company in the United States, but no specific city or address has been confirmed in public sources. State-level registration details are not available. No additional offices have been documented.

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- [EIF Managers II Limited](https://altss.com/profile/eif-managers-ii-limited)
- [Gold Star Asset Management](https://altss.com/profile/gold-star-asset-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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