Genesis Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

17803 La Cantera Ter Ste 7101, San Anton...

Phone Number

(210) 530-1270

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
2
2
1
1
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1

About Genesis Wealth Management

Privately owned and operated, Genesis Wealth Management was formed by a group of three former USAA Senior Wealth Managers.Explore more
Genesis Wealth Management's Social MediaPopular SearchesGenesis Wealth Managementgenesiswealthtx.comBroadridge Investor Communication Solutions IncGenesis Wealth Management - AustinGenesis InvestmentSIC Code 62,628NAICS Code 52,523Show more

Genesis Wealth Management Org Chart

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Chief Operating Officer

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Manager, Operations

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Compare insights from companies similar to Genesis Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Genesis Wealth Management

<$5M
1-10
Private
-
2016
RP
Richard PoligalaChief Operating Officer
$5.2M
1-10
Private
-
1999
VM
Vicky MattisonRegistered Assistant
<$5M
11-50
Private
-
2014
PA
Paula AllenManager, Branch Operations
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
<$5M
1-10
Private
-
2000
TH
Terry HagedornFinancial Analyst
<$5M
1-10
Private
-
2007
RE
Robert EngelCo-Founder, Lpl Financial & Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Genesis Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Genesis Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Genesis Wealth Management.

Genesis Wealth Management Tech Stack

A closer look at the technologies used by Genesis Wealth Management

Genesis Wealth Management News & Media

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Frequently Asked Questions Regarding Genesis Wealth Management

What is Genesis Wealth Management's official website?
Genesis Wealth Management's official website is www.genesiswealthtx.com
What is Genesis Wealth Management's Revenue?
Genesis Wealth Management's revenue is <$5 Million
What is Genesis Wealth Management's SIC code?
Genesis Wealth Management's SIC: 62,628
What is Genesis Wealth Management's NAICS code?
Genesis Wealth Management's NAICS: 52,523
How many employees does Genesis Wealth Management have?
Genesis Wealth Management has 1-10 employees
What industry does Genesis Wealth Management belong to?
Genesis Wealth Management is in the industry of: Finance, Securities Trading
What is Genesis Wealth Management competition?
Genesis Wealth Management top competitors include: Adams Wealth Management Group, Financial Concepts, Solutions Wealth Management, Siler Wealth Management
What technology does Genesis Wealth Management use?
Some of the popular technologies that Genesis Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact Genesis Wealth Management?
Genesis Wealth Management contact info: Phone number: (210) 530-1270 Website: www.genesiswealthtx.com
What does Genesis Wealth Management do?

Privately owned and operated, Genesis Wealth Management was formed by a group of three former USAA Senior Wealth Managers.... Read More

What are Genesis Wealth Management social media links?
Genesis Wealth Management Linkedin page Genesis Wealth Management Facebook page
Is Genesis Wealth Management a public company?
Genesis Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Genesis Wealth Management

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