Genrise Wealth Advisors LLC

RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$135K
Accounts
89
Employees
2
Advisory reps
2

Firm details

Headquarters
Mount Laurel, New Jersey
CRD number
317337
Website
www.genrisewealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals68%
  • HNWI32%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Genrise Wealth Advisors LLC is an independently owned RIA organized as an LLC that works primarily with individuals and families. The firm provides financial planning and discretionary portfolio management targeted at individuals and small businesses. Its client billing includes both a percentage-of-AUM fee and hourly charges. Genrise does not identify as an active ESG investor, is not structured as a capital allocator, and is not positioned as a multi-state or pension consulting adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Investment Grade Corp Bonds 21%, Exchange Traded Equities 14%, US Government Bonds 2%, State & Local Bonds 1%, Cash & Cash Equivalents 1%61%
  • Public Funds/Mutual Funds61%
  • Investment Grade Corp Bonds21%
  • Exchange Traded Equities14%
  • US Government Bonds2%
  • State & Local Bonds1%

Contacts

2 of 2
  • Deep Patel

    Deep Patel

    Executive Director, Strategic Partnership GroupCRD 5891970

  • Jonathan Liebl

    Jonathan Liebl

    Co-Founder and Managing PartnerCRD 7460173

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Laurel, NJ

Burlington

Location

Mount Laurel, NJ

Headquartered in Mount Laurel, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Burlington
Address
309 Fellowship Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth