Genesis Wealth Planners, LLC
Firm details
- Headquarters
- East Syracuse, New York
- CRD number
- 344329
- Registered since
- October 29, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Genesis Wealth Planners, LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm is individually owned and positions itself to provide financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. It bills clients using a combination of a percentage-of-assets fee schedule and fixed fees. Genesis identifies itself as a capital allocator rather than an exclusively proprietary product manager and does not list active ESG investing among its practices. Industry affiliations include another investment adviser and a law firm.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
East Syracuse, NY
Onondaga
Location
East Syracuse, NY
Headquartered in East Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Onondaga
- Address
- 6323 Fly Rd
- Time zone
- ET (UTC-5)
- Office locations
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