Genrise Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
$225 per hour, negotiable
Main office
309 Fellowship Rd, Suite 200
Mt. Laurel NJ 08054
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Genrise Wealth Advisors · Genrise Wealth Advisors LLC · Genrise Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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 15 years of industry experience. He holds a Series 66 designation and has worked at GenRise since 2014 and Advisors Asset Management, Inc. prior to that. GenRise Wealth Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and standalone financial consulting. The firm focuses on fundamental analysis and strategic asset allocation, managing portfolios on a discretionary basis while incorporating client-imposed investment restrictions and offering features such as cryptocurrency ETF investments and hourly consulting.
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.
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