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Hannah Farrow

RIGHTWISE WEALTH
Santa Clara, CA
·CRD# 7969879·2 years experience

Professional Summary

Hannah Farrow is a registered financial advisor currently at RIGHTWISE WEALTH located in Santa Clara, California. Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Hannah has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

2 years in the financial services industry

Current & Past Employments

RIGHTWISE WEALTH·CRD# 324252
RIA
Santa Clara, CA
September 20, 2024 - Present

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Current Firm

RW
RIGHTWISE WEALTH

RIGHTWISE WEALTH | RIGHTWISE WEALTH, INC.

CRD#: 324252
California
Registered Investment Advisory firm - California (9/20/2024 Approved)
District of Columbia
Registered Investment Advisory firm - District of Columbia (12/1/2025 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (10/8/2024 Approved)
Nevada
Registered Investment Advisory firm - Nevada (3/9/2023 Approved)
New York
Registered Investment Advisory firm - New York (7/22/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (11/7/2023 Conditional Restricted)
Utah
Registered Investment Advisory firm - Utah (12/3/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

10845 Griffith Peak Dr, Las Vegas, NV 89135

Phone Number

(702) 986-0868

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

78

AUM (Assets Under Management)

$13,687,414

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Hannah maintains a rental property in Sommerville, MA as a property owner, which she manages from her home in Santa Clara, CA. She has owned the property since January of 2016, and its maintenance requires minimal work time on a monthly basis or during securities trading hours. Her duties require managing the property, signing off on new tenants and collecting rent, as well as paying bills and a property manager. This is not an investment-related position.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(9/20/2024)
IAR
New York
(7/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2024About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Hannah Farrow's CRS (Customer Relationship Summary).

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