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RICE WEALTH MANAGEMENT GROUP, INC.
CRD 308210
731 RIVER ROAD, FAIR HAVEN, NJ, 07704, United States
Phone
732-345-9001
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$94.4M
Discretionary AUM
$78.9M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $29.6M |
| High net worth individuals | 26 | $61.3M |
| Pension/profit sharing plans | 5 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD