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GENRISE WEALTH ADVISORS LLC
CRD 317337
309 FELLOWSHIP RD, SUITE 200, MT. LAUREL, NJ, 08054, United States
Phone
609-436-9734
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD