THE GENWEALTH GROUP, INC.
CRD #154569 SEC #801-71876 MAPLEWOOD, NJ 973-761-0400
SEC Registered
Total AUM
$483.9M
Discretionary
$483.9M
Employees
8
Clients
101
Accounts
261
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $483.9M | $483.9M | $0 | 8 | 0 |
| Oct 2024 | $391.8M | $391.8M | $0 | 8 | 0 |
| Jul 2024 | $391.8M | $391.8M | $0 | 8 | 0 |
| Feb 2024 | $391.8M | $391.8M | $0 | 8 | 0 |
| Jun 2023 | $355.2M | $355.2M | $0 | 7 | 0 |
| Feb 2023 | $355.2M | $355.2M | $0 | 7 | 0 |
| Mar 2022 | $372.5M | $372.5M | $0 | 7 | 0 |
| Feb 2022 | $333.9M | $333.9M | $0 | 7 | 0 |
| Oct 2021 | $333.9M | $333.9M | $0 | 7 | 0 |
| Jul 2021 | $333.9M | $333.9M | $0 | 7 | 0 |
| Jun 2021 | $333.9M | $333.9M | $0 | 7 | 0 |
| Feb 2021 | $333.9M | $333.9M | $0 | 7 | 0 |
| Oct 2020 | $295.3M | $295.3M | $0 | 7 | 0 |
| Jun 2020 | $295.3M | $295.3M | $0 | 7 | 0 |
| May 2020 | $295.3M | $295.3M | $0 | 7 | 0 |
| Mar 2020 | $295.3M | $295.3M | $0 | 7 | 0 |
| Jan 2020 | $235.8M | $235.8M | $0 | 7 | 0 |
| Sep 2019 | $235.8M | $235.8M | $0 | 7 | 0 |
| Jun 2019 | $235.8M | $235.8M | $0 | 7 | 0 |
| Mar 2019 | $235.8M | $235.8M | $0 | 7 | 0 |
| Mar 2018 | $222M | $222M | $0 | 7 | 0 |
| Sep 2017 | $192.2M | $192.2M | $0 | 6 | 150 |
| Aug 2017 | $192.2M | $192.2M | $0 | 6 | 150 |
| Mar 2017 | $194M | $171.5M | $22.6M | 6 | 156 |
| Mar 2016 | $177M | $150.3M | $26.7M | 6 | 300 |
| Mar 2015 | $164.3M | $140.4M | $23.9M | 4 | 200 |
| Mar 2014 | $154.4M | $129.6M | $24.8M | 4 | 200 |
| Apr 2013 | $150.1M | $121.2M | $28.9M | 4 | 200 |
| Apr 2012 | $139.3M | $112.7M | $26.6M | 1 | 0 |
| May 2011 | $132.8M | $99.6M | $33.2M | 5 | -- |
| Feb 2011 | $128.7M | $86.9M | $41.8M | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$483.9M
Discretionary$483.9M
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$391.8M
Discretionary$391.8M
Non-Disc.$0
Employees8
Clients0
DateJul 2024
Total AUM$391.8M
Discretionary$391.8M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$391.8M
Discretionary$391.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$372.5M
Discretionary$372.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2019
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$222M
Discretionary$222M
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees6
Clients150
DateAug 2017
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees6
Clients150
DateMar 2017
Total AUM$194M
Discretionary$171.5M
Non-Disc.$22.6M
Employees6
Clients156
DateMar 2016
Total AUM$177M
Discretionary$150.3M
Non-Disc.$26.7M
Employees6
Clients300
DateMar 2015
Total AUM$164.3M
Discretionary$140.4M
Non-Disc.$23.9M
Employees4
Clients200
DateMar 2014
Total AUM$154.4M
Discretionary$129.6M
Non-Disc.$24.8M
Employees4
Clients200
DateApr 2013
Total AUM$150.1M
Discretionary$121.2M
Non-Disc.$28.9M
Employees4
Clients200
DateApr 2012
Total AUM$139.3M
Discretionary$112.7M
Non-Disc.$26.6M
Employees1
Clients0
DateMay 2011
Total AUM$132.8M
Discretionary$99.6M
Non-Disc.$33.2M
Employees5
Clients--
DateFeb 2011
Total AUM$128.7M
Discretionary$86.9M
Non-Disc.$41.8M
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--