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GENESIS WEALTH PLANNING, LLC
CRD 170039
9001 HIGHLAND WOODS BLVD, SUITE 4, BONITA SPRINGS, FL, 34135, United States
Phone
(239) 201-2640
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.3M
Discretionary AUM
$10.3M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD