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, SEC-registered RIA operating as a corporation and owned by an individual. Registered since 2010, the firm serves primarily individual and family clients and combines fee-based portfolio management with financial planning. Compensation is a mix of percentage-of-AUM and fixed fees. The firm also acts as an insurance broker and produces client-facing educational content, including newsletters and seminars. Filings identify the adviser as an active ESG investor, and its advisory services explicitly cover portfolio management for individuals and small businesses, financial planning, publications, and workshops. The firm is not structured as a capital allocator and does not report being a multi-state adviser.
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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