Genrise Wealth Advisors LLC

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Client assets under management

$11,982,718

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$599,136

About

GenRise Wealth Advisors LLC serves individual and high-net-worth clients, providing discretionary portfolio management along with financial planning and standalone financial consulting when requested. The firm states it continuously monitors portfolios, conducts at least annual reviews, and can implement client-imposed investment restrictions.

The firm’s investment approach emphasizes fundamental analysis and strategic asset allocation, using both long-term and short-term purchase strategies and rebalancing on an as-needed basis. Portfolios are managed on a discretionary basis, with managers selecting securities and executing transactions consistent with documented objectives and risk tolerances.

GenRise is relatively new and small in scale—managing roughly $12 million for about 20 clients with two advisors—yet it operates three offices, a configuration that is less common among peers. Its brochure also discloses the potential use of cryptocurrency exchange-traded funds, integrates financial planning into its management services, and offers standalone hourly consulting, features that distinguish it from many similarly sized advisers.

Client services

Financial planning Portfolio management Financial consulting

Expertise

General retirement planning Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.55%

Project-based

$225 per hour, negotiable

Main office location

Genrise Wealth Advisors LLC

309 Fellowship Rd, Suite 200

Mt. Laurel NJ 08054, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 609-436-9734

Advisors at this firm

Deep P

Series 66

Mt. Laurel, NJ

Genrise Wealth Advisors LLC

Deep Patel is a financial advisor at Genrise Wealth Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Advisors Asset Management, Inc. for seven years before joining Genrise. Genrise Wealth Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm emphasizes fundamental analysis and strategic asset allocation, managing portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative investments.

General retirement planning Wealth management

Jonathan L

CFP®

Mt. Laurel, NJ

Genrise Wealth Advisors LLC

Jonathan Liebl is a CFP® professional with four years of industry experience. He has worked at GenRise Wealth Advisors LLC since 2021 and previously held roles at Summit Place Financial Advisors, LLC and Bank of America Private Bank. GenRise Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and strategic asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

General retirement planning Wealth management

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