# GENESIS WEALTH PLANNING, LLC

GENESIS WEALTH PLANNING, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 170039
- Type: SEC-registered investment adviser
- Location: 9001 HIGHLAND WOODS BLVD, BONITA SPRINGS, FL, 34135
- Phone: (239) 201-2640
- Latest filing: 2026-06-24
- Regulatory AUM: $10.3M
- Discretionary AUM: $10.3M
- Clients: 1
- Accounts: 91

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170039/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170039/similar
- Related entities: https://search.stillhousedata.com/firm/170039/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170039

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.