Rize Advisors, LLC (Arlington)

Name: Rize Advisors, LLC
Address: 3000 Wilson Blvd, Arlington, VA, 22201
Telephone: 1 (800) 941-3470

Rize Advisors, LLC is an internet adviser based in Arlington. It manages $3.42 million of regulatory assets for 6,248 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Rize Advisors provides automated saving and investment plan recommendations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rize Advisors: assets under management

The assets under management (AUM) of Rize Advisors, LLC is $3.42 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in cash and cash equivalents the most. They account for 93% of the total AUM. The second-largest asset type is exchange traded securities, which make up 7% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rize Advisors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Rize Advisors serves?

The only and largest group of clients of Rize Advisors is individuals with 6,248 clients and $3.42 million of assets under management. Among the 3 most similar advisory firms, Rize Advisors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $3.42 million for 6,248 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Rize Advisors doesn't advise any private funds.

Careers at Rize Advisors, LLC

The company employs 16 people that are either part- or full-time employees. 6 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Justin Elliot Howell	Ceo/cco/manager	1 Jan 2016	Other	5047363
Gathering Inc	Owner	1 Jan 2016	75% - 100%	47-1042334
Rishi Kumar	Cto	1 Jan 2016	Other	5050009
Kirk Edward Voltz	Chief operating officer	1 Feb 2018	Other	7152279
Henderson Charles Philip	Chief compliance officer & general counsel	1 Mar 2019	Other	7113049
Spencer Charles Hawes	Chief compliance officer	1 Jun 2019	Other	5945312

Based in Arlington

The principal office where Rize Advisors, LLC performs its advisory services is located at 3000 Wilson Blvd, Arlington, VA 22201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1 (800) 941-3470. The normal business hours are none on Other. You can find more information about the New York firm at instagram.com/rize.