GENESIS WEALTH MANAGEMENT

GENESIS WEALTH MANAGEMENT of EAST ALTON, IL is an SEC-registered investment adviser (CRD 159240). Regulatory assets under management: $53.6M.

Registration

• CRD: 159240
• Type: Registered investment adviser
• Location: 1 TERMINAL DRIVE, EAST ALTON, IL, 62024
• Phone: 618-368-2100
• Latest filing: 2026-03-26
• Regulatory AUM: $53.6M
• Discretionary AUM: $1.5M
• Non-discretionary AUM: $52.0M
• Clients: 4
• Accounts: 476

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159240 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search