The Genwealth Group, Inc.
● SEC registered since 2010CRD 154569SEC# 801-71876Maplewood, NJ
Reg. AUM
$661.3M
Employees
10
Accounts
1,153
Location
Maplewood, NJ
The Genwealth Group, Inc. assets under management
The Genwealth Group, Inc. is an investment advisory firm registered with the SEC based in Maplewood, NJ. The firm has been registered since 2010. It reports $661.3 million in regulatory assets under management and employs 10 people.
The Genwealth Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cherie A Leanza Control | Managing Partner And Shareholder | 50-75% | 2021 |
| Kevin Worley Control | Limited Partner | Under 5% | 2025 |
| Michael Peter Leanza Control | Ceo, President, Cco, Shareholder | 50-75% | 2008 |
Frequently asked questions
How much does The Genwealth Group, Inc. manage?
The Genwealth Group, Inc. reports $661.3 million in regulatory assets under management on its Form ADV.
How many employees does The Genwealth Group, Inc. have?
The Genwealth Group, Inc. reports 10 employees.
Where is The Genwealth Group, Inc. located?
The Genwealth Group, Inc. is based in Maplewood, NJ and has been SEC-registered since 2010.
Does The Genwealth Group, Inc. disclose fund performance?
The Genwealth Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6 Inwood Place, Maplewood, NJ 07040 |
| Phone | 973-761-0400 |
| Fax | 973-761-1558 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1713678 |
| Discloses disciplinary history | No |
Regulatory AUM
$661.3M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$661.3Mregulatory AUM
Discretionary $661.3M