# David D'Eredita

> David D'Eredita is a fee-only financial advisor at Rise Private Wealth Advisors in Tucson, Arizona. David focuses on retirement planning, tax planning and estate & legacy planning. Rise Private Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-d-eredita/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Rise Private Wealth Advisors
- **Based in:** Tucson, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.9M across 366 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6238859 (https://adviserinfo.sec.gov/individual/summary/6238859)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.riseprivate.com

## Frequently asked questions

### Is David D'Eredita a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Rise Private Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Rise Private Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David D'Eredita based?

David D'Eredita is based in Tucson, Arizona.

### What does David specialize in?

David's specialties include retirement planning, tax planning and estate & legacy planning. David works with retirees and pre-retirees.

### Is David D'Eredita registered with the SEC?

Yes. David D'Eredita is registered as an investment adviser representative in AZ, CA, CO and TX (CRD 6238859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rise Private Wealth Advisors manage?

Rise Private Wealth Advisors reports $62.9M across 366 accounts in assets under management.

### How do I contact David D'Eredita?

Through David's website, www.riseprivate.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6238859): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://riseprivate.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.