Geneva Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Geneva, WI. Its latest Form ADV filing, dated April 1, 2026, reports $424M in regulatory assets under management, 9 employees, 1 office, and 1,261 accounts.
Assets Under Management
$424M
Employees
9
Offices
1 office
Total Clients
565
Primary office
LAKE GENEVA, WI
820 GENEVA PARKWAY NORTH, SUITE 106, LAKE GENEVA, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.4% of total clients.
Top client categories% of clientsClients
1
Individuals
83.4%
471
2
HNWI
14.0%
79
3
Corporations
2.7%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$424Mas of April 1, 2026
Discretionary100.0%
$424M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$424M
Total Accounts1,261
10Y AUM Change+$275M (+184.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee63:1
10Y Employee Change+6 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.