Genesis Wealth Group
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2540 Douglas Blvd Ste 200, Roseville, Ca...Phone Number
(916) 787-9905Website
www.genesiswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Genesis Wealth Group
Genesis Wealth provides comprehensive retirement services and wealth management solutions tailored for individuals and families who have achieved significant personal and professional milestones. The company emphasizes building deep relationships with clients to understand their values and goals, enabling them to navigate financial complexities with confidence. Their services include investment management, retirement planning, estate and charitable planning, tax planning, and risk management. Genesis Wealth aims to help clients protect and grow their assets while creating a lasting impact in their lives and communities.Explore more
Popular SearchesGenesis Wealth GroupGenesis Wealth Group IncGenesis Wealth Group Stephen SGenesis Wealth Group Stephen S LardGenesiswealth.comSIC Code 62,628NAICS Code 52,523Show moreGenesis Wealth Group Org Chart
TB
Partner. Wealth Advisor
KO
CFP, CDFA Founder. Wealth Advisor
SD
Lpl Registered Client Services Assistant
SC
CFP Founder. Wealth Advisor
BB
Founder & Wealth Advisor
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Genesis Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Genesis Wealth Group Tech Stack
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Genesis Wealth Group News & Media
Genesis Wealth Surpasses $3 Billion in Client Assets, Validating Supported Independence Model
Organic advisor transitions reach milestone through disciplined growth and a long-term commitment to helping bank-based advisors thrive CHICAGO, June 9, 2026 /PRNewswire/ -- Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today...
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Genesis Wealth provides comprehensive retirement services and wealth management solutions tailored for individuals and families who have achieved significant personal and professional milestones. The company emphasizes building deep relationships with clients to understand their values and goals, enabling them to navigate financial complexities wit... Read More
