Genesis Wealth Revenue
Financial Services • 
2655 Warrenville Rd, 175, United States • 21-50 Employees
Genesis Wealth revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Key Contacts at Genesis Wealth
Joel Feiger
Founder/ Wealth Advisor
Travis Breheny
Managing Director
Kimberly O'Gorman
Founder | Wealth Advisor
John Kennedy
Managing Director - Business Development
Kosta Tanglis
Founder | Managing Partner
Sijo Job
Founder | Wealth Advisor
Brian Bellot
Founder | Wealth Advisor
John Goblet
Founder | Wealth Advisor
Raymond Kermend
Founder | Wealth Advisor
Drew Koleno
Founder | Wealth Advisor At Genesis Wealth
Company overview
| Headquarters | 2655 Warrenville Rd, 175, Downers Grove, Illinois 60515, US |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Insurance, Estate Planning, Retirement Planning, Wealth Management, Business Owner Solutions, Supported Independence |
| Founded | 2024 |
| Employees | 21-50 |
Genesis Wealth Email Formats
Genesis Wealth uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Genesis Wealth
Genesis Wealth is a platform where advisors are empowered to do what's right, without compromise. We're founded by a group of advisors who took a leap of faith, leaving behind corporate constraints to serve their clients with greater independence, care and purpose. Our advisors aren't beholden to a corporation. They answer only to the people who matter most - their clients. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org www.sipc.org Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Genesis Wealth has 15 employees across 4 departments.
Departments
Number of employees
Funding Data
Genesis Wealth has never raised funding before.
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