The Genwealth Group, Inc.
Firm details
- Headquarters
- Maplewood, New Jersey
- CRD number
- 154569
- Registered since
- October 21, 2010
- Website
- thegenwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.76%
- Individuals10.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Genwealth Group, Inc. is an independent, individual-owned registered investment adviser that has been SEC-registered since 2010. Its client base is focused on individuals and families; advisory services are delivered through a mix of percentage-of-AUM and fixed-fee arrangements. The firm combines traditional wealth management services—financial planning and portfolio management for individuals and small businesses—with insurance brokerage, periodic publications, and educational seminars or workshops. The firm identifies as an active ESG investor and does not present itself as a capital allocator or multi-state pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1
Michael Leanza
FOUNDER AND PRESIDENT, CHIEF COMPLIANCE OFFICERCRD 2330470
Contacts
3 of 5
Daniel O'halloran
Wealth PlannerCRD 7634532
Brandon Apisa
Wealth PlannerCRD 7382324
Braden Schipke
Senior Financial AdvisorCRD 5329717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$668M in ETFs
92%
$617M
3%
$50.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $58.5M | 1,681,637 | 8.76% |
Location
Maplewood, NJ
Essex
Location
Maplewood, NJ
Headquartered in Maplewood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 6 Inwood Pl
- Time zone
- ET (UTC-5)
- Office locations
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