Genesis Wealth Planners, LLC
CRD 344329SEC# 801-137519East Syracuse, NY
No longer SEC-registered. Genesis Wealth Planners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
4
Accounts
—
Location
East Syracuse, NY
Genesis Wealth Planners, LLC assets under management
Genesis Wealth Planners, LLC is an investment advisory firm registered with the SEC based in East Syracuse, NY. It employs 4 people.
Genesis Wealth Planners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candice Ezzat Davis | Chief Compliance Officer | Under 5% | 2026 |
| Jodi Christine Bobbett Control | President And Senior Advisor | Over 75% | 2026 |
| Kevin Sean Woodard Control | Member And Manager | Over 75% | 2026 |
Frequently asked questions
How many employees does Genesis Wealth Planners, LLC have?
Genesis Wealth Planners, LLC reports 4 employees.
Where is Genesis Wealth Planners, LLC located?
Genesis Wealth Planners, LLC is based in East Syracuse, NY.
Does Genesis Wealth Planners, LLC disclose fund performance?
Genesis Wealth Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6323 Fly Road, #3, East Syracuse, NY 13057 |
| Office hours | 9:00 a.m. -4:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,804 advisers