Genesis Wealth Management

RIAState Registered

Total AUM

$54.5M

Discretionary

$54.5M

100% of AUM

Avg account

$146K

Accounts

374

Employees

Advisory reps

Firm details

Headquarters: East Alton, Illinois
CRD number: 159240
Website: genesiswmg.com
Custodians: ALTRUIST FINANCIAL LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Individuals74.61%
HNWI25.39%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Genesis Wealth Management is an independent, owner-operated LLC that focuses on serving individual and family clients. The firm combines fee-based advisory work with insurance brokerage, offering financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and pension consulting services. Its fee arrangements include a percentage-of-AUM component alongside hourly and other billing structures. Genesis identifies as a capital allocator and does not present itself as an active ESG investor.