RIA Intel›Advisers›Florida›GENESIS WEALTH PLANNING, LLC

GENESIS WEALTH PLANNING, LLC

Advisory

BONITA SPRINGS, FL

Data as of Jun 24, 2026 · Source: SEC Form ADV

Rank in FL
#2,179
of 2,610 advisers by AUM
Average account
$113K
across 91 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
32
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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