RISE PRIVATE WEALTH MANAGEMENT

Overview

RISE PRIVATE WEALTH MANAGEMENT is an SEC registered investment adviser based in Bedford, NH, registered since 2026. It has 27 investment adviser representatives.

Employees

102

Advisory reps

27

Registered since

2026

Jurisdictions

10

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Advisory reps 3 of 27

• Daniel Francis Ahearn Insurance Agent · Investment Adviser Rep CRD 5905865
• Jacob Berrigan Insurance Agent · Investment Adviser Rep CRD 6555081
• Robert A Bonfiglio Insurance Agent · Investment Adviser Rep CRD 1997047

24 more advisory reps, with emails, phones and branch locations

Location

Headquarters

262 S. RIVER ROAD SUITE 201
Bedford, NH 03110

Region

Northeast

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: riseprivatewealthmanagement.com

Every state, with registration dates

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