$53.6M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
4 Employees
416 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · American Funds · Prudential · SEI
- Clients
- Retail
- Platforms
- Focus
- Established Date
- 10-13-2011
- Office Locations
- 2
Office Locations
1 Terminal Drive Suite A East Alton IL
114 E Warren Street Bunker Hill IL
About Genesis Wealth Management
Genesis Wealth Management is a East Alton-based RIA with 2 offices. The firm has been operating for 14 years. Managing $53.6M in total assets under management, with 4 advisory representatives. They custody assets with Altruist and American Funds. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$13.4M AVG AUM / ADVISOR
$128.8K AVG AUM / CLIENT
9.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
14yrs Firm Age
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Asset Classes
Meridian horizon Harbor vector Value
Custodian
Glacier Momentum north
Investment Themes
Harbor timber Pioneer Vital
Investment Vehicles
Pathway
Platform
Zenith value Radial crest
Services
Value Capital Frontier vital Catalyst north Harbor Vertex summit Eagle prime Prime Catalyst timber
Technology
Peak
Owner & Executives
REID MCMAHAN MORTENSEN
Chief Compliance Officer, Managing Member
- CRD
- #3016375
- Ownership
- 50% but less than 75%
(204) 671-4592
matrix.matrix@pioneercapital.com
in linkedin.com/in/radial-catalyst
J
JON CHARLES PAYNE
President
- CRD
- #1402732
- Ownership
- 50% but less than 75%
(497) 754-2722
pioneer.frontier@insightcapital.com
in linkedin.com/in/value-beacon
Showing 2 of 2 owners & executives
Unlock allContacts
W
WILLIAM JAMES KINKEL
--
- CRD
- #1575077
(717) 906-2258
unison.fusion@quantumcapital.com
in linkedin.com/in/quantum-oak
J
Jamie Christine Payne
--
- CRD
- #7517886
(731) 326-4477
timber.ember@valuecapital.com
in linkedin.com/in/matrix-summit
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,533,462 | -- |
| Non-Discretionary | $52,042,931 | -- |
| Total | $53,576,393 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,576,393
Public Funds:
31.9% Cash:
39.2% Equity - Exchange:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,016,834,451 | 31.9% |
| Cash | $1,249,526,974 | 39.2% |
| Equity - Exchange | $921,207,387 | 28.9% |
| Total | $3,187,568,812 | 100.0% |