GENESIS WEALTH PLANNING, LLC

GENESIS WEALTH PLANNING, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser (CRD 170039). Regulatory assets under management: $10.3M.

Registration

• CRD: 170039
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170039 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search