Investment adviser · CRD 157441

GENESIS WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

PLANO, TX, United States · Form ADV filed Nov 16, 2011

Regulatory AUM
$15M
Form ADV · Item 5.F
Client accounts
76
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 16, 2011. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4965 PRESTON PARK BLVD, SUITE 280
PLANO, TX, 75093, United States

CRD 157441

Filing source

Form ADV 589659 · Nov 16, 2011 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.