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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Prime ridge
- Established Date
- 01-19-2022
- Office Locations
- 1
Office Locations
About Genrise Wealth Advisors LLC
GenRise Wealth Advisors is a fee-only fiduciary wealth manager providing unbiased, client-centric advice to individuals and families, with a focus that includes entrepreneurs. The firm delivers holistic planning (retirement, estate, insurance and business-succession) alongside portfolio construction and asset allocation, using ETFs, mutual funds and fixed income. Operates on the Advyzon platform and custodies with Schwab.
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Owner & Executives
JONATHAN SALVATORE LIEBL
Chief Compliance Officer, Managing Member
- CRD
- #7460173
- Ownership
- 50% but less than 75%
DEEP PATEL
Managing Member
- CRD
- #5891970
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,982,718 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,982,718 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,982,718
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,871,634,690 | 25.3% |
| Corporate - Investment Grade | $1,043,084,946 | 14.1% |
| Equity - Exchange | $355,092,747 | 4.8% |
| U.S. Government/Agency | $1,716,281,613 | 23.2% |
| Cash | $1,338,995,569 | 18.1% |
| Municipal Bonds | $1,072,676,007 | 14.5% |
| Total | $7,397,765,572 | 100.0% |