Genesis Wealth Achieves $2.5 Billion in Asset Growth Through Advisor Recruitment Strategy

Genesis Wealth's Impressive Growth



Genesis Wealth, a premier wealth management platform functioning under LPL Financial, has recently announced a remarkable achievement—accruing over $2.5 billion in assets under management (AUM). This impressive feat stems from a strategic blend of advisor recruitment and organic growth, allowing the firm to exceed its growth targets for 2025.

Founded in January 2024 and officially launched under its current branding in July 2025, Genesis Wealth has rapidly positioned itself as a viable alternative for bank-based advisors yearning to strike a balance between independence and operational support. The essence of their success is attributed to the firm's **

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