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GENESIS WEALTH MANAGEMENT, INC.
PLANO, TX
(214) 550- 1394
SEC #801-72341Total AUM
$15M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4965 PRESTON PARK BLVD
SUITE 280
PLANO
TX 75093
United States
SUITE 280
PLANO
TX 75093
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(214) 550- 1394
Financials
Total AUM
$15M
Accounts
76Discretionary
$15M
Accounts
76Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.