David D'Eredita
Rise Private Wealth Advisors · Tucson, Arizona
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $62.9M across 366 accounts |
| SEC registration | Investment adviser representative in AZ, CA, CO, TX · CRD 6238859 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.riseprivate.com |
| Profile |
How David's firm compares
- Rise Private Wealth Advisors's average account is about $172,000, from its Form ADV (assets managed divided by 366 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Rise Private Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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