The Genwealth Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Maplewood, NJ. Its latest Form ADV filing, dated March 29, 2026, reports $661M in regulatory assets under management, 10 employees, and 1,153 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.5% of total clients.
Top client categories% of clientsClients
1
HNWI
59.5%
179
2
Individuals
40.5%
122
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$661Mas of March 29, 2026
Discretionary100.0%
$661M
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.
Total AUM$661M
Total Accounts1,153
10Y AUM Change+$467M (+240.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee30:1
10Y Employee Change+4 (+66.7%)
* 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.