RIA Intel›Advisers›New Jersey›RICE WEALTH MANAGEMENT GROUP, INC.

RICE WEALTH MANAGEMENT GROUP, INC.

Advisory

FAIR HAVEN, NJ

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in NJ

#592

of 775 advisers by AUM

Average account

$250K

across 377 accounts

AUM per adviser

$94M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$94M

Discretionary AUM$79M

Non-Discretionary AUM$16M

Discretionary %83.6%

Total Clients135

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NJ, NY, PA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

135 clients

26 high-net-worth

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

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