2024
AUM $2.00B
- Team Members: 28
- Wealth Managers: 17
- CFPs: 17
2023
AUM $1.38B
- Team Members: 27
- Wealth Managers: 17
- CFPs: 17
2022
AUM $1.25B
- Team Members: 26
- Wealth Managers: 16
- CFPs: 16
2021
AUM $1.2B
- Team Members: 22
- Wealth Managers: 16
- CFPs: 16
2020
AUM $970M
- Team Members: 20
- Wealth Managers: 15
- CFPs: 15
2019
AUM $700M
- Team Members: 19
- Wealth Managers: 14
- CFPs: 14
2018
AUM $382M
- Team Members: 15
- Wealth Managers: 14
- CFPs: 14
2017
AUM $162M
- Team Members: 6
- Wealth Managers: 5
- CFPs: 5
2016
AUM $15M
- Team Members: 3
- Wealth Managers: 3
- CFPs: 3
Built for the Long Run
Genesis Wealth Management was formed in 2016 by three former USAA senior wealth managers. Tired of the industry status quo, we knew there was a better way to help clients than the transactional approach so common at the brand-name firms.
Our mission was not just to make an impact this year or this decade. Instead, we wanted to assist families with a monumental challenge: building and maintaining wealth over generations.
Designed to Support Your Long-Term Goals
Generational wealth management requires building long-term relationships with clients as well as frequent and honest communication. Instead of focusing just on investments, we adopted a planning-led approach, helping you optimize your entire financial life.
As a partner-led firm, decisions are always made with clients in mind. We are independent and not beholden to shareholders…only to you.
The culture at Genesis is also quite different from the competitive atmosphere frequently found at some firms. We created a collaborative environment where our wealth managers enjoy working together to produce superior results. This difference creates a more supportive work environment and enables us to provide our clients a wider array of expertise.
Integrity Above All
Integrity is part of our firm’s backbone. But we don’t just pay lip service to it. It’s literally part of everything we do:
- We focus on planning, not on products. Our firm sells no proprietary products that could compromise the quality of advice we provide to you.
- We look at all your accounts and assets, whether we’re paid to manage them or not, because they are all critical to your long-term financial picture.
- We focus on long-term relationship building.
- We provide personalized advice, always putting your interests first.
Does this client-first business model make economic sense? Well, wwe’ve grown to manage over $1.5 billion in assets for over 1,500 families, primarily from clients referring their family and friends.
We believe these results show that we can succeed by putting clients first.
