GENESIS WEALTH MANAGEMENT, INC.

GENESIS WEALTH MANAGEMENT, INC. of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 157441). Regulatory assets under management: $91.1M.

Registration

• CRD: 157441
• SEC file number: 801-72341
• Type: Registered investment adviser
• Location: 2525 PONCE DE LEON BLVD., CORAL GABLES, FL, 33134
• Phone: (786) 393-6960
• Latest filing: 2026-03-06
• Regulatory AUM: $91.1M
• Discretionary AUM: $91.1M
• Clients: 2
• Accounts: 180

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157441 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search