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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YNGERTO, MARIO | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| YNGERTO, MARIO | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| YNGERTO, MARIO | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| YNGERTO, MARIO | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 17, 2011 REGISTERED
Notice Filings (2)
FL TX
Address
4965 PRESTON PARK BLVDSUITE 280
PLANO, TX 75093
United States
Phone: (214) 550- 1394