GENRISE WEALTH ADVISORS LLC

GENRISE WEALTH ADVISORS LLC of MT. LAUREL, NJ is an SEC-registered investment adviser (CRD 317337). Regulatory assets under management: $12.0M.

Registration

• CRD: 317337
• Type: Registered investment adviser
• Location: 309 FELLOWSHIP RD, MT. LAUREL, NJ, 08054
• Phone: 609-436-9734
• Latest filing: 2026-02-26
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 2
• Accounts: 89

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317337 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search