RICE WEALTH MANAGEMENT GROUP, INC.

RICE WEALTH MANAGEMENT GROUP, INC. of FAIR HAVEN, NJ is an SEC-registered investment adviser (CRD 308210). Regulatory assets under management: $94.4M.

Registration

• CRD: 308210
• Type: Registered investment adviser
• Location: 731 RIVER ROAD, FAIR HAVEN, NJ, 07704
• Phone: 732-345-9001
• Latest filing: 2026-03-18
• Regulatory AUM: $94.4M
• Discretionary AUM: $78.9M
• Non-discretionary AUM: $15.5M
• Clients: 3
• Accounts: 377

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308210 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search