# Genesis Wealth Management

> Genesis Wealth Management is a state-registered investment advisory firm in East Alton, IL, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 159240
- Filed as: GENESIS WEALTH MANAGEMENT
- Legal name: Genesis Wealth Management Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Alton, IL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159240
- AdvisorCensus page: https://advisorcensus.com/firm/genesis-wealth-management-east-alton-il-159240

## Quick answers

**How is Genesis Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Genesis Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Genesis Wealth Management located?**
Genesis Wealth Management's principal office is in East Alton, IL, according to its Form ADV.

**Is Genesis Wealth Management registered with the SEC or a state?**
Genesis Wealth Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 159240.

**How much does Genesis Wealth Management manage?**
Genesis Wealth Management reports $53,576,393 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (3% discretionary).

**What types of clients does Genesis Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (340); high net worth individuals (7).

**Does Genesis Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159240

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $53,576,393
- Discretionary: $1,533,462
- Non-discretionary: $52,042,931

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 340 | $39,375,851 |
| High net worth individuals | 7 | $14,200,542 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (14 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genesiswmg.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genesis Wealth Management (CRD 159240): Form ADV filing data as of October 2026.