Genesis Wealth Planning, LLC

Genesis Wealth Planning, LLC

Genesis Wealth Planning, LLC is a registered investment advisor (RIA) that provides wealth management services to high-net-worth individuals and families. The firm's structure as a multi-family office (public record) distinguishes it from single-family offices; it aggregates families under a shared platform while maintaining bespoke planning for each client. The wealth origins of its client base are not publicly disclosed, and the firm itself does not manage proprietary capital. The firm's strategy centers on holistic wealth planning across multiple asset classes, including equities, fixed income, and alternative investments (per public record). Genesis Wealth Planning does not operate as a direct dealmaker; instead, it constructs portfolios through external managers, mutual funds, and ETFs. The firm's geographic footprint is not publicly specified, though as an RIA it likely serves US-based clients. No named portfolio companies, deals, or co-investors are publicly associated with the firm. Staffing and total deployment figures are not publicly available. No adjacent vehicles—such as philanthropic foundations or operating companies—are disclosed. The firm has not publicly reported any recent operational event such as a personnel change, office expansion, or capital raise. Its presence in public records is limited to regulatory filings and basic business registrations. The firm's structural differentiator is its pure advisory model: it does not hold client assets on its own balance sheet, nor does it originate proprietary investments. This independence from product sales or proprietary deal flow is intended to reduce conflicts of interest in its recommendations. The governance and succession structures are opaque, with no named principals or team publicly identified.