The GenWealth Group Inc

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Assets, Funds, Holdings

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The GenWealth Group Inc
CRD #154569
SEC #801-71876
CIK #0001713678
AUM $355.2 MM (2023-02-28)
Employees 7 (43% Investors, 0% Brokers)
Phone973-761-0400
Address6 Inwood Place
Maplewood, NJ 07040
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002008201320182024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
IAU 30.5
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4003202401608002016201820212024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 134 71.8
(b) Individuals (high net worth individuals) 108 283.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 702 355.2
By Discretionary
Discretionary 702 355.2
Non-Discretionary 0 0.0
Total 702 355.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 355.2
Total 702 355.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001713678]
Comparable Firms State AUM ($BB)
Brogan Financial Inc
TN 0.4
Hilltop Wealth Advisors LLC
NC 0.4
Cardinal Strategic Wealth Guidance LLC
KY 0.4
Jonathan D Pond LLC
MA 0.3
Townsend Asset Management Corp
NC 0.3
Shoker Investment Counsel Inc
OH 0.3
Asset Advisory Group Inc
NJ 0.3
Total Clarity Wealth Management Inc
IL 0.3
Beck Capital Management LLC
TX 0.3
Shilanski & Associates Inc
AK 0.3
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