Adam Mulia
Investment adviser representative at Rise Private Wealth Management
11 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Rise Private Wealth ManagementSep 2026 to now
- Ameriprise Financial Services, LLC.Oct 2020 to Sep 2026
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- HSBC Bank USA, N.A.Aug 2016 to Sep 2020
- HSBC Securities (USA) Inc.Jan 2015 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Rise Private Wealth Management
Legal name: Rpwm Partners, LLC
$0Assets managed
0Clients
57Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4172263
- Firm CRD
- 343846