GENRISE WEALTH ADVISORS LLC

Overview

Genrise Wealth Advisors LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individual and family clients, as well as small business owners. The firm runs fee-based relationships that combine a percentage-of-assets model with hourly billing for planning work. Investment activity centers on pooled public funds—primarily mutual funds—used to construct diversified client portfolios, with a notable tilt toward outsourcing specialized exposures through third‑party managers when needed. The firm does not market itself as an ESG investor and appears to operate within a single state footprint. It is not positioned as a capital allocator or a multi‑state adviser; instead, the business model emphasizes hands‑on planning and conventional portfolio management for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices