Nishant Nmn Panchal
Investment adviser representative at Wealthrise
10 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
Are you Nishant Nmn Panchal? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- WealthriseJun 2026 to now
- RipplingAug 2025 to now
- FieldguideNov 2022 to Jul 2025
- BrexOct 2021 to Nov 2022
- SalesforceJul 2018 to Oct 2021
- Jiang China DesignMay 2017 to Aug 2017
- SalesforceMay 2017 to Aug 2017
- Georgia Institute of TechnologyAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Wealthrise
Legal name: Wealthrise, Inc.
$0Assets managed
0Clients
1Advisers
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
- 8312345
- Firm CRD
- 343585