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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-21-2010
- Office Locations
- 1
Office Locations
About THE Genwealth Group, Inc.
The GenWealth Group is an independent RIA in Maplewood, NJ, helping clients grow and preserve wealth across life and retirement transitions. The team pairs financial planning with portfolio management, including tax, estate/legacy and insurance planning. Client focus includes entrepreneurs and athletes. Portfolios commonly use ETFs and mutual funds with an ESG/socially responsible lens, and custody at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHERIE A LEANZA
Managing Partner, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
MICHAEL PETER LEANZA
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2330470
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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BRANDON APISA
Wealth Planner
- CRD
- #7382324
Daniel Robert O'Halloran
Wealth Planner
- CRD
- #7634532
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $661,309,882 | $573,556 |
| Non-Discretionary | $0 | -- |
| Total | $661,309,882 | $573,556 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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