Geneva Partners, LLC
Geneva Partners, LLC is an SEC-registered mass-market adviser in Lake Geneva, WI with $423.6M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Geneva Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130768, SEC 801-107776, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $423.6M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Lake Geneva, WI
- Employees
- 9
- Clients
- 565
- CRD
- 130768
- Ownership
- SCHWEFEL, STEVEN, PERRY
How much AUM does Geneva Partners, LLC have?
Geneva Partners, LLC reported $423.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Geneva Partners, LLC?
Disclosed owners and executives of Geneva Partners, LLC include SCHWEFEL, STEVEN, PERRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.