Wealthrise Financial Planning provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Wealthrise Financial Planning reports 98 clients. They include 56 high-net-worth individuals and 42 individual clients. Of its assets, 100.0% ($136M across 341 accounts) are managed with discretion. It advised 16 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 13% |
| High-net-worth individuals | 57% | 87% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $17.8M | 13.1% | $425K |
| High-net-worth individuals | 56 | $118M | 86.9% | $2.11M |
| Total | 98 | $136M | 100% | $1.39M |
- Clients
- 42
- Regulatory AUM
- $17.8M
- AUM share
- 13.1%
- Avg. per client
- $425K
- Clients
- 56
- Regulatory AUM
- $118M
- AUM share
- 86.9%
- Avg. per client
- $2.11M
Total
- Clients
- 98
- Regulatory AUM
- $136M
- AUM share
- 100%
- Avg. per client
- $1.39M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 16
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Wealthrise Financial Planning charges 0.30%–1.00% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and has a $2,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning for Non-Investment Management Clients
- Clients who do not also retain Wealthrise for investment management pay an hourly fee of $200 for financial planning.
Shelley Murasko owns 75% or more of Wealthrise Financial Planning. The leadership team of Wealthrise Financial Planning includes Chief Compliance Officer Shelley Murasko. It has 2 employees.
Leadership
- Shelley MuraskoManaging Member/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Wealthrise Financial Planning, LLC
Shelley Murasko
Control person · since March 2016
Besides its headquarters, Wealthrise Financial Planning has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 5938 Priestly DR., Suite 103, CarlsbadHQ
Contact and registration details
- Legal name
- Wealthrise Financial Planning, LLC
- Headquarters
- 5938 Priestly DR., Suite 103, Carlsbad, CA 92008
- Website
- wealthrisefp.com
- Phone
- 760-508-0368
- SEC file
- 801-134557
- Structure
- California LLC
- Fiscal year end
- December
Wealthrise Financial Planning uses Charles Schwab ($136M) as custodian for its separately managed accounts. Wealthrise Financial Planning does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Carlsbad, CA · $136M100%
At year end, Wealthrise Financial Planning’s separately managed accounts were mostly in funds (86%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds86%
- Bonds1%
- Cash1%
How many clients does Wealthrise Financial Planning have?
Wealthrise Financial Planning has 98 clients and manages $136 million for them, as of March 2026. They include 56 high-net-worth individuals and 42 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Wealthrise Financial Planning offer?
Wealthrise Financial Planning provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealthrise Financial Planning charge?
Wealthrise Financial Planning charges 0.30%–1.00% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and has a $2,000 annual minimum.
Source: DISCLOSURE DOCUMENT FOR ALL CLIENTS, filed 27 March 2026
Which custodians does Wealthrise Financial Planning use?
Wealthrise Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Carlsbad, CA), with $136M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Wealthrise Financial Planning have?
Wealthrise Financial Planning has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealthrise Financial Planning invest in?
At the end of its last fiscal year, Wealthrise Financial Planning’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealthrise Financial Planning?
Wealthrise Financial Planning’s direct owner is Shelley Murasko (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Wealthrise Financial Planning get paid?
Wealthrise Financial Planning is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealthrise Financial Planning?
Wealthrise Financial Planning’s main office is at 5938 Priestly DR., Suite 103, Carlsbad, CA 92008. Its phone number is 760-508-0368. Its website is wealthrisefp.com.