GENEVA PARTNERS, LLC

CRD

130768

SEC file #

801-107776

EIN

680580610

DBA names

—

Economics

AUM

$423.6M

AUM band

$100M-$500M

AUM trajectory

'20 · $192.7M

'21 · $236.8M

'22 · $282.4M

'23 · $319.1M

'25 · $387.3M

'26 · $423.6M

'20'26

$192.7M → $423.6M▲ +120%

sec adv history

Client mix

Individuals Other	471
Individuals High Net Worth	79
Corporations	15

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 8 advisors

'22 · 8 advisors

'23 · 8 advisors

'25 · 8 advisors

'26 · 9 advisors

'20'26

8 advisors → 9 advisors▲ +13%

sec adv history

Primary office

LAKE GENEVA WI

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

04/01/2026

ADV-W filed at

—

Website

genevapartnersllc.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SCHWEFEL, STEVEN, PERRY

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SCHWEFEL, STEVEN, PERRY

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

GENEVAPARTNERSLLC.COM

Rdap Domain Creation Date

2004-03-13T16:03:26Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Compensation Trajectory 3y

2024	0
2026	0

Form 5500 Plan Count Trajectory 3y

2024	1
2026	1

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001712671

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-08-01

Edgar Last Filing Date

2026-04-29

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-29

Accession0001712671-26-000005

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

820 GENEVA PARKWAY NSUITE 106LAKE GENEVA, WI 53147

Business

820 GENEVA PARKWAY NSUITE 106LAKE GENEVA, WI 53147

Edgar EIN

680580610

Edgar Recent Filings

13F-HR2026-04-29 · 0001712671-26-000005

13F-HR2026-02-03 · 0001712671-26-000004

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2031-03-13T15:03:26Z

Rdap Domain Last Changed

2026-02-17T20:43:10Z

Rdap Nameservers

Ns1.accountsupport.comNs2.accountsupport.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

1091898

Trust Company Affiliate