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Rise Private Wealth Management

BEDFORD, NH

CRD: 343846

In network coverage since September 18, 2026 · 9 stories

Regulatory AUMSEC Form ADV · Oct 24

102EmployeesForm ADV

Regulatory AUM · Sep 19 – Oct 24

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UBS Bought $5.3 Billion of Recruits and Lost $11 Billion

UBS recruited eight teams and $5.3 billion of disclosed books while $11 billion walked out. An advisor holding the offer should price it after forfeiture, against that record.

Recruiting & transitions · Oct 20BofA cuts Ameriprise to Underperform, citing advisor exits and retention loan costs

Recruiting & transitions · Oct 6Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026

Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

Moves · Sep 23Rise's $8 billion breakaway proves the custodian, not the platform, wins

Moves · Sep 22Schwab turns Ameriprise recruiting into a serial launch program

Recruiting & transitions · Sep 22Schwab's fourth Ameriprise raid reprices the breakaway math

Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day

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Rise Private Wealth Management

UBS Bought $5.3 Billion of Recruits and Lost $11 Billion