# Genesis Wealth Planning, LLC

Genesis Wealth Planning, LLC is a Multi Family Office based in Charlotte, NC.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Charlotte, NC
- **Assets under management:** Undisclosed
- **Website:** https://genesiswealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/gwp-llc

## Regulatory record

- **CRD number:** 170039
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170039

## About

Genesis Wealth Planning, LLC is a state-registered investment adviser in Bonita Springs, FL. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### 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.

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Last updated: 2026-07-09T00:59:40.533Z

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