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THE GENWEALTH GROUP, INC.

MAPLEWOOD, NJ · CRD 154569 · IAPD ↗ · 973-761-0400

$661.3MRegulatory AUM
5Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — THE GENWEALTH GROUP, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — THE GENWEALTH GROUP, INC. crossed $500M in regulatory AUM ($483.9M -> $661.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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