← Tributary

GENEVA PARTNERS, LLC

LAKE GENEVA, WI · CRD 130768 · IAPD ↗ · genevapartnersllc.com · 262-248-1350

$423.6MRegulatory AUM
9Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — GENEVA PARTNERS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2026 — GENEVA PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.