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GENESIS WEALTH MANAGEMENT GROUP, LLC

Advisory

EAST ALTON, IL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in IL
#1,183
of 1,719 advisers by AUM
Average account
$113K
across 476 accounts
AUM per adviser
$13M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$54M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$54M
Discretionary AUM$2M
Non-Discretionary AUM$52M
Discretionary %2.9%
Total Clients347
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IL, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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