GenWealth is an investment advisor in Maplewood with $355.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262010087
SEC advisor number
801-71876
FINRA CRD number
154569
AUM ?
$355.17 mm
(as of 29 Jun 23)
Accounts
702
(as of 29 Jun 23)
Employees
7
(3 investment advisory or research)
Address
GenWealth
6 INWOOD PLACE
MAPLEWOOD
NJ 07040
6 INWOOD PLACE
MAPLEWOOD
NJ 07040
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
973-761-0400
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Leanza, Michael, Peter | CEO, President, CCO, Shareholder | 02/2008 | 50-75% |
Leanza, Cherie, a | Managing Partner and Shareholder | 12/2021 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22