DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Rise Private Wealth Management

Former SEC-registered adviserBedford, New HampshireCRD 343846SEC 801-137220IAPD
Legal name Rpwm Partners, LLC
Latest filing Sep 10, 2026
First filing on the tape Sep 10, 2026 · 1 filings
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
57
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
102
50 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $0
HNW client RAUM: no history
State-registered IARs (5.B.3): 56
Employees (5.A): 102
Private funds: no history
Practice profile
derived from the filing of Sep 10, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
6.2derived9 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
57 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Robert Anthony BonfiglioCertified Financial Planner, Chartered Financial ConsultantSunapee, Nh Jul 8, 199736 y0
Christopher Aaron GuzikowskiBedford, NhDec 3, 199729 y0
Donald Edward TorresChartered Financial ConsultantBedford, Nh Dec 15, 199735 y0
Brent Anthony KileyCertified Financial Planner, Chartered Financial ConsultantBedford, Nh Mar 13, 200026 y0
Nathaniel Ivan KrakowBedford, Nh Oct 17, 200521 y0
Christopher Paul KinnaneBedford, Nh Oct 24, 200521 y0
Justin Tyler HallCertified Financial PlannerBedford, NhNov 3, 200521 y0
William Perry FosterCertified Financial PlannerBedford, Nh Jul 16, 200729 y1
Nancy C BurtMerrimack, Nh Nov 29, 200719 y0
Charlene D ThibeaultBedford, Nh Jan 5, 200920 y0
Karen Lee O RourkeBedford, Nh Jan 7, 201126 y1
Sonia M HicksCertified Financial PlannerWindom, Ks Mar 4, 201116 y0
Ryan Patrick Mc CabeBedford, NhAug 11, 201122 y0
Kristen Marie CrimminsPortsmouth, Nh Feb 29, 201221 y1
Kendra Elaine KearneyBedford, Nh Sep 7, 201217 y1
Douglas Joseph MessinaCertified Financial PlannerBedford, Nh May 23, 201319 y3
Jennie Lynn ParisiBedford, NhSep 11, 201321 y0
Brent J. ForslundSavage, Mn Nov 18, 201313 y0
James Dino LivolsiCertified Financial PlannerWesley Chapel, Fl Jan 21, 201414 y0
Nicole Allyson SouthernCertified Financial PlannerBedford, Nh Oct 6, 201413 y0
Steven Maynard GonyawCertified Financial PlannerPortsmouth, Nh Aug 31, 201611 y0
Shanna DeshaiesBedford, NhSep 13, 201710 y0
David Leroy YoungRosemount, Mn Nov 1, 201818 y0
Kevin James CrosbyCertified Financial PlannerBedford, Nh Dec 5, 201811 y0
Troy Allen AarthunCertified Financial PlannerBedford, NhSep 27, 201922 y8
Tara DavisAuburn, Me Nov 7, 201918 y1
Mariah R SimardAuburn, Me Nov 7, 201926 y1
Matthew Thomas SimardAuburn, Me Jan 2, 202023 y5
Katie Lane GeeryCertified Financial PlannerBedford, NhApr 24, 202011 y0
Adam MuliaBedford, Nh Oct 5, 202025 y2
Daniel Francis AhearnRye Brook, Ny Apr 16, 202112 y0
Anthony F RizzutoCertified Financial Planner, Chartered Financial ConsultantBedford, Nh Apr 16, 202137 y0
Miranda Elizabeth WegrichtBedford, Nh Jul 22, 202112 y1
Stephanie OilerBangor, Me Jan 14, 202210 y1
Rick Michael ChouinardCertified Financial PlannerBedford, NhApr 1, 202229 y0
Jacob BerriganCertified Financial PlannerBedford, NhApr 29, 202211 y1
John Paine RegerCertified Financial PlannerBedford, Nh Jun 17, 202226 y2
Lisa Schneider YoungRosemount, Mn Sep 6, 202211 y1
Grant Michael TorresIrvine, Ca Sep 21, 202210 y0
Katelin Elizabeth McsherryCertified Financial PlannerBedford, Nh Jan 13, 202315 y0
All 57 advisors at Rise Private Wealth Management
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    No Schedule A on the extract for this adviser.
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Bedford, Nh · principal57571
    Irvine, Ca550
    Portsmouth, Nh440
    Auburn, Me440
    Rye Brook, Ny440
    Rosemount, Mn220
    Bangor, Me220
    Mcpherson, Ks220
    Warwick, Ny220
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    One filing, no change to show.
    Signals
    1 dated events
    • Steven Laurent Bissonnette no longer registered at Rise Private Wealth Management; no later IA registration on IAPD
      Sep 15, 2026 · Advisor departure · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 15, 2026