# Genrise Wealth Advisors LLC

> Genrise Wealth Advisors LLC is a state-registered investment advisory firm in Mt. Laurel, NJ, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 317337
- Filed as: GENRISE WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mt. Laurel, NJ
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317337
- AdvisorCensus page: https://advisorcensus.com/firm/genrise-wealth-advisors-llc-mt-laurel-nj-317337

## Quick answers

**How is Genrise Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Genrise Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Genrise Wealth Advisors LLC located?**
Genrise Wealth Advisors LLC's principal office is in Mt. Laurel, NJ, according to its Form ADV.

**Is Genrise Wealth Advisors LLC registered with the SEC or a state?**
Genrise Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317337.

**How much does Genrise Wealth Advisors LLC manage?**
Genrise Wealth Advisors LLC reports $11,982,718 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Genrise Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Genrise Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317337

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,982,718
- Discretionary: $11,982,718
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $8,148,742 |
| High net worth individuals | Fewer than 5 | $3,833,976 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [genrisewealth.com](https://genrisewealth.com)
- LinkedIn @GENRISE-WEALTH-ADVISORS-LLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genrise Wealth Advisors LLC (CRD 317337): Form ADV filing data as of October 2026.