RIA Intel›Advisers›New Jersey›GENRISE WEALTH ADVISORS LLC

GENRISE WEALTH ADVISORS LLC

Advisory

MT. LAUREL, NJ

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$135K

across 89 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

BLAIR INVESTMENTS LLC

$12M

HGK ALTERNATIVE INVESTMENTS I, LLC

JERSEY CITY, NJ

$12M

DPC MANAGEMENT, LLC

$12M

LBT WEALTH MANAGEMENT, LLC

$12M

STONEBRIDGE CAPITAL MANAGEMENT VII, LLC

WEST CALDWELL, NJ

$12M

GRO CAPITAL, LLC

LAMBERTVILLE, NJ

$12M

Get the full picture on GENRISE WEALTH ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GENRISE WEALTH ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans