CRD: 157441
Genesis Wealth Management, Inc.
$91.1M Total AUM
$91.1M Disc. AUM
-- 3Y CAGR
2 Employees
109 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-24-2011
- Office Locations
- 2
Office Locations
2525 Ponce DE Leon Blvd. Suite 300 Coral Gables FL
4440 PGA Blvd., Ste. 600 Palm Beach Gardens FL
About Genesis Wealth Management, Inc.
Genesis Wealth Management is a fee-only advisory firm providing investment planning and customized financial planning for individuals and business owners. Its approach is grounded in empirically validated capital markets research and includes portfolio implementation using Dimensional strategies. The firm is listed with the Fee-Only Network and NAPFA.
Team overview
64 AVG AGE
$45.5M AVG AUM / ADVISOR
$835.5K AVG AUM / CLIENT
12.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARIO YNGERTO
Investment Advisor, Managing Member
- CRD
- #1612984
- Ownership
- 75% or more
Available
Available
Available
J
JOHN WILLIAM SHEA
Advisor, Chief Compliance Officer
- CRD
- #2438871
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,064,601 | $197,368 |
| Non-Discretionary | $0 | -- |
| Total | $91,064,601 | $197,368 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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