GENEVA PARTNERS, LLC
CRD #130768 SEC #801-107776 LAKE GENEVA, WI 262-248-1350
SEC Registered
Total AUM
$387.3M
Discretionary
$387.3M
Employees
8
Clients
--
Accounts
1,252
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWEFEL, STEVEN, PERRY | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 24, 2025 REGISTERED
Notice Filings (10)
AZ CA FL IA IL MI NJ NY OH WI
Address
820 GENEVA PARKWAY NORTHSUITE 106
LAKE GENEVA, WI 53147
United States
Phone: 262-248-1350