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Genesis Wealth Planning, LLC
Genesis Wealth Planning, LLC is an SEC-registered investment adviser in Bonita Springs, FL. The firm manages approximately $10 million in regulatory assets.
Genesis Wealth Planning, LLC
Genesis Wealth Planning, LLC is an SEC-registered investment adviser in Bonita Springs, FL. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
City
Charlotte, NC
Frequently asked questions
How does Genesis Wealth Planning structure its investment approach?
The firm adopts a multi-family office model, meaning it serves multiple families through a shared platform while tailoring portfolios to individual client goals. It allocates across equities, fixed income, and alternatives using external managers and funds. The firm does not appear to make direct private investments or hold proprietary assets.
Is Genesis Wealth Planning a single-family office or a multi-family office?
Based on public filings and its name, the firm operates as a multi-family office. It offers wealth planning services to multiple unrelated clients, distinguishing it from a single-family office dedicated to one fortune. The exact number of client families is not disclosed.
What types of clients does Genesis Wealth Planning serve?
The firm focuses on high-net-worth individuals and families needing comprehensive wealth planning—spanning investment management, estate planning, tax strategy, and philanthropy. Its client base likely includes business owners, executives, and professionals requiring intergenerational wealth transfer services.
Does Genesis Wealth Planning execute direct private equity or venture capital deals?
Public records suggest the firm's primary activity is advisory—constructing portfolios via third-party investments rather than sourcing or leading direct transactions. There is no evidence of a direct investing program or proprietary deal flow.
Who oversees investment decisions at Genesis Wealth Planning?
No named principals, executives, or investment committee members are publicly listed. The firm's leadership is not identified in regulatory filings or public sources, making it impossible to attribute decision-making authority to specific individuals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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