Genesis Wealth Management

Overview

Genesis Wealth Management is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. It also operates as an insurance broker and uses fee models that include a percentage of assets under management, hourly charges, and other fee arrangements. Genesis positions itself as a capital allocator that sends client capital to third‑party managers rather than solely building in‑house single‑security portfolios. The firm is state‑registered in Florida, Illinois, and Missouri and does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices