RIA Intel›Advisers›New Jersey›GENERALTIONAL WEALTH SERVICES, LLC

GENERALTIONAL WEALTH SERVICES, LLC

Advisory

MORRISTOWN, NJ

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in NJ
#596
of 775 advisers by AUM
Average account
$3M
across 34 accounts
AUM per adviser
$31M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$92M
Discretionary %
100%
Clients
34
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$92M
Discretionary AUM$92M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, NJ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

WESTFIELD WEALTH MANAGEMENT, LLC
CRANFORD, NJ
$92M
-47.3% 1Y
MANLEY ASSET MANAGEMENT, L.P.
CHATHAM, NJ
$92M
-10.5% 1Y
TRILOGY CAPITAL MANAGEMENT LLC
PRINCETON, NJ
$91M
+50.1% 1Y
CANDLEWOOD CAPITAL MANAGEMENT, LLC
PRINCETON, NJ
$92M
PEGASUS GROUP, LLC
MORRISTOWN, NJ
$91M
+18.2% 1Y
RISK MANAGEMENT ADVISORY SERVICES, INC.
BELLMAWR, NJ
$91M
+5.5% 1Y

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