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Genesis Wealth Planning, LLC

Genesis Wealth Planning, LLC. CRD 170039

Genesis Wealth Planning, LLC logo

CRD: 170039

Genesis Wealth Planning, LLC

Bonita Springs, FL, 34135
2392012640
www.genwp.com
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท US Bank
Clients
Retail and Institutional
Platforms
PeakEmber
Established Date
02-13-2014
Office Locations
1

Office Locations

9001 Highland Woods Blvd Suite 4 Bonita Springs FL

About Genesis Wealth Planning, LLC

Genesis Wealth Planning is a Florida-based RIA providing investment planning, portfolio management, and retirement-focused planning for accumulators and retirees. Portfolios are global, multi-asset and diversified, emphasizing low-cost, tax-efficient implementation and an unbiased, independent investment selection process. The firm offers a web-based client portal with live balances, performance, allocation, and holdings reporting, supported by cash-flow and goals-based planning software.

Team overview

-- AVG AGE
$10.3M AVG AUM / ADVISOR
$310.6K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Summit Momentum Harbor Vital glacier Wave Radial Pioneer

Client Personas

North north North

Custodian

Zenith crest Delta Unison Alpha

Investment Themes

Matrix Vital frontier Timber Ridge element Quantum

Investment Vehicles

Pathway

Platform

Delta

Services

Vertex Frontier Wave signal Capital Insight Catalyst Pioneer Wave Timber zenith

Technology

Oak fusion Focus delta

Owner & Executives

PAUL ALAN HANCOCK

PAUL ALAN HANCOCK

Chief Compliance Officer, Financial Planner, Managing Member

CRD
#4820249
Ownership
75% or more
(629) 708-7884
radial.focus@northcapital.com
in linkedin.com/in/meridian-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,250,400 --
Non-Discretionary $0 --
Total $10,250,400 --

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Separately Managed Accounts

Total SMA Asset: $10,250,400

$10.3M Total SMA
Public Funds:
18.4%
U.S. Government/Agency:
19.6%
Equity - Exchange:
17.9%
Cash:
15.5%
Municipal Bonds:
28.6%
Asset class Assets Assets %
Public Funds $1,556,725,078 18.4%
U.S. Government/Agency $1,658,250,626 19.6%
Equity - Exchange $1,514,422,766 17.9%
Cash $1,311,371,669 15.5%
Municipal Bonds $2,419,692,239 28.6%
Total $8,460,462,378 100.0%

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