GENESIS WEALTH MANAGEMENT, INC.
CRD #157441 SEC #801-72341 PLANO, TX (214) 550- 1394
SEC Registered
Total AUM
$15M
Discretionary
$15M
Employees
1
Clients
0
Accounts
76
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2011 | $15M | $15M | $0 | 1 | 0 |
| Sep 2011 | $15M | $15M | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
DateNov 2011
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees1
Clients0
DateSep 2011
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--