The Genwealth Group, Inc.
- Regulatory AUM
- $661M
- Discretionary
- $661M
- Clients
- 301
- Avg AUM / client
- $2.2M
- Accounts
- 1,153
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $67.7M | 10.2% |
| High net worth individuals | 179 | $594M | 89.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Peter Leanza | Ceo, President, Cco, Shareholder | CFP | Feb 2008 (19y) | 50% – 75% |
| Leanza, Cherie, A | Managing Partner And Shareholder | Dec 2021 (5y) | 50% – 75% | |
| Braden John Schipke | Registered representative | CFP | Mar 2016 (10y) | |
| Kevin Worley | Registered representative | CFP | May 2022 (4y) | |
| Daniel Robert O'halloran | Registered representative | CFP | Nov 2023 (3y) | |
| Brandon Apisa | Registered representative | CFP | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $645M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗