# GenWealth Group

GenWealth Group is a Bank / Wealth / Trust based in Maplewood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Maplewood, United States
- **Region:** North America
- **Address:** Maplewood, NJ, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** thegenwealthgroup.com
- **LinkedIn:** https://www.linkedin.com/company/thegenwealthgroup

## Regulatory record

- **CRD number:** 154569
- **SEC file number:** 801-71876
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154569

## About

GenWealth Group opened in 2008 as a New Jersey-chartered registered investment adviser, anchoring its practice in the suburban corridor west of Newark. From a single office in Maplewood, the firm serves a discrete client base of individuals and high-net-worth families, combining fee-based portfolio construction with integrated retirement and estate planning. The founding team built the practice to capture demand from local professionals and business owners who wanted a fiduciary advisor rather than a brokerage relationship — a posture that remains central to its identity. The firm's investment approach runs on a blend of strategic asset allocation and manager selection, tilting client portfolios across domestic equities, fixed income, and alternative sleeves where suitable. Rather than originating direct deals or running commingled funds, GenWealth operates as a buyer of third-party strategies — constructing custom allocations for each household and layering in tax-aware rebalancing. No named portfolio companies or direct investments have been made public, consistent with a firm that deploys client capital into funds and models rather than onto cap tables. GenWealth has not published firmwide assets under management or an employee headcount, a common posture among closely held RIAs in the New Jersey market. What can be observed is its steady presence since the 2008 financial crisis — a founding era that shaped conservative client conversations and an emphasis on downside protection that still colors the firm's asset-allocation discussions. The firm maintains no secondary offices and has announced no adjacent vehicles, philanthropic foundations, or co-investor clubs. Its scale appears modest, consistent with a senior-led practice managing relationships directly without a layered analyst bench. The structural differentiator for GenWealth is its narrow geography and service model: a single-office RIA in a dense, affluent commuter market where trust travels by word of mouth. Unlike multi-family offices that pursue institutional coinvestment or startup allocations, GenWealth positions as a planning-led wealth manager — a fiduciary that constructs portfolios, updates retirement projections, and coordinates with CPAs and estate attorneys for its client households. That local, generalist architecture makes it a poor fit for institutional allocators but an observable piece of the fragmented New Jersey RIA landscape.

## Related profiles

- [Genus Capital Management](https://altss.com/profile/genus-capital-management)
- [Genworth Financial](https://altss.com/profile/genworth-financial)

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Last updated: 2026-08-11T02:43:31.692Z

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