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GENESIS WEALTH MANAGEMENT, INC.
CRD 157441 · SEC 801-72341
2525 PONCE DE LEON BLVD., SUITE 300, CORAL GABLES, FL, 33134, United States
Phone
(786) 393-6960
Fax
(866) 890-5506
Registration
— (—)
Source
State registered
Total AUM
$91.1M
Discretionary AUM
$91.1M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $17.1M |
| High net worth individuals | 46 | $69.1M |
| Pension/profit sharing plans | 1 | $4.8M |
All web addresses on file
- HTTP://WWW.GENESISWEALTHMANAGEMENT.COM
- HTTPS://WWW.LINKEDIN.COM/IN/MARIO-YNGERTO-CPWA%C2%AE-CFP%C2%AE-CHFC-4A349127
- HTTPS://WWW.FEEONLYNETWORK.COM/FINANCIAL-ADVISOR/MARIO-YNGERTO/
- HTTPS://WWW.FEEONLYNETWORK.COM/FINANCIAL-ADVISOR/JOHN-SHEA/
- HTTPS://WWW.NAPFA.ORG/MEMBER/38818/19806
- https://www.linkedin.com/in/john-shea-mba-cfp%C2%AE-chfc%C2%AE-clu%C2%AE-casl%C2%AE-rebc%C2%AE-rhu%C2%AE-6a851a14a/
Official SEC filing: View on IAPD