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

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.