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GENESIS WEALTH MANAGEMENT
GENESIS WEALTH MANAGEMENT GROUP, LLC
CRD 159240
1 TERMINAL DRIVE, SUITE A, EAST ALTON, IL, 62024, United States
Phone
618-368-2100
Fax
877-696-1516
Registration
— (—)
Source
State registered
Total AUM
$53.6M
Discretionary AUM
$1.5M
Team
4 total employees; 4 advisory reps; 69 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 340 | $39.4M |
| High net worth individuals | 7 | $14.2M |
All web addresses on file
Official SEC filing: View on IAPD