Breakaway
Rise Private Wealth Management
Ameriprise → Schwab (custody) / Rise Private Wealth Management
What changed
Co-founder of Rise Private Wealth Management, a 100-plus-employee Ameriprise breakaway in Bedford, N.H. that administers between $4 billion and $8 billion, sources say near $8 billion.
- Reported / discovered
- Sep 23, 2026
- Effective
- Not reported
- New role
- Co-founder
- Previous role
- Not reported
- Market
- Bedford, NH
- Reported book
- $8B
- Reported team size
- 100 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
RIABiz ↗Sep 23, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled