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THE GENWEALTH GROUP, INC.
CRD 154569 · SEC 801-71876
6 INWOOD PLACE, MAPLEWOOD, NJ, 07040, United States
Phone
973-761-0400
Fax
973-761-1558
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$661.3M
Discretionary AUM
$661.3M
Team
10 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $67.7M |
| High net worth individuals | 179 | $593.6M |
States served
NJ, NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD