This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$661MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$661M

Private client RAUM

$661MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,153

Individual clients

122

High net worth clients

179

Custody, client assets

$181M

SEC number

801-71876

CIK

1713678

CRD

154569

Filings on the tape

31

First filed

Apr 4, 2012

Latest filed

Aug 17, 2026

Organised

Corporation, NJ

• Occurred

  Mar 29, 2026
  Regulatory AUM changed

  The Genwealth Group, Inc. reported RAUM $661.3M, up 37% from $483.9M (2025-03-20 to 2026-03-29)

  Form ADVobserved 5 days ago
  $177M
• Occurred

  Mar 29, 2022
  Control person joined

  A Cherie Leanza (Managing Partner And Shareholder) appeared on Schedule A of The Genwealth Group, Inc.

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0cccdf90-410b-e8c5-3aff-97f0ca4de445

First observed

Apr 4, 2012

Last observed

Aug 17, 2026 34 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.