GENESIS WEALTH MANAGEMENT, INC.

Overview

Genesis Wealth Management, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves both individual and family clients as well as institutional and business accounts, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility across planning and institutional work. Investment activity shows a clear preference for equities: exchange-traded equities are the single largest asset class on the books. The firm appears to run discretionary portfolios, managing client mandates directly and using exchange-traded products as a core component of implementation. Genesis Wealth Management is not listed as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices