Genesis Wealth Management, Inc.

Genesis Wealth Management, Inc. (CRD# 157441) is a financial advisory firm headquartered in Coral Gables, FL. They manage $24,600,000 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $229,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Genesis Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mario Yngerto
CRD#: 1612984
2000 Ponce De Leon Blvd., Suite 624, Coral Gables, FL 33134
97
Wealthminder
score

Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor located within the Miami Coral Gables area. It is our ultimate goal to provide individuals, families and business owners with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We believe that individuals are best served when their investments are systematically aligned with their financial goals and objectives.

 

For more than 20 years, Mario Yngerto has followed his passion for helping individuals, families and business owners realize their financial dreams. He started Genesis Wealth Management as an independent Registered Investment Advisor (RIA) in order to put his clients first in a conflict-free relationship while offering the broadest range of low cost financial solutions. Genesis Wealth Management, Inc is located in the Miami Coral Gables area. While Mario is a Financial Planner in the Miami Coral Gables area, he also serves clients nationwide. 

 

In his pursuit of professional excellence, Mario has been credentialed as a Certified Financial Planner™ (CFP®) and a Chartered Financial Consultant (ChFC®), which, when combined with his fiduciary capacity as an RIA, holds him to the highest standards of professional conduct and ethics in the industry. 

Mario recently was awarded the CPWA® designation, delivered by Investment Management Consultants Association (IMCA). The CPWA® certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients focusing on the life cycle of wealth: accumulation, preservation, and distribution. 

 

The CPWA® marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA® licensees must also agree to meet ongoing continuing education requirements, uphold IMCA’s Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the Marks.

 

2
Jose A. Pichardo
CRD#: 2680876
2000 Ponce De Leon Blvd., Suite 624, Coral Gables, FL 33134
88
Wealthminder
score

Jose Pichardo (CRD# 2680876) is an Investment Advisor Representative working at Genesis Wealth Management, Inc. in Coral Gables, FL and has 1 year of experience in the finance industry.

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