Genesis Wealth Planners, LLC
RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3
Firm details
- Headquarters
- East Syracuse, New York
- CRD number
- 344329
- Registered since
- October 29, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
East Syracuse, NY
Onondaga
Location
East Syracuse, NY
Headquartered in East Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Onondaga
- Address
- 6323 Fly Rd
- Time zone
- ET (UTC-5)
- Office locations
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