Genesis Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$86,295,967
Clients
106
Advisors
2
of 2 employees
About
Genesis Wealth Management provides asset management, financial planning and retirement plan consulting to individuals, high‑net‑worth clients, trusts and business entities. The firm offers discretionary portfolio management built around model portfolios, written financial plans or consulting engagements, and retirement plan advisory for employer plan sponsors.
Its investment approach is grounded in academic research and the Dimensional Fund Advisors (DFA) model, favoring a passive, buy‑and‑hold philosophy based on Fama‑French factors and broad global diversification. Portfolios are reviewed on a regular basis and rebalanced as appropriate, and the firm describes using fixed‑income positioning and currency management tools to reduce interest‑rate and currency risk.
Noteworthy aspects include the firm’s concentrated implementation of eight DFA equity funds alongside explicit exposure to commodity and precious‑metals ETFs and DFA Global REITs, and the brochure’s disclosure that strategies may involve options and forward currency contracts to manage exposures. The firm also routinely advises employer plan sponsors under ERISA fiduciary standards and serves corporate or institutional business clients in addition to individuals — combinations that are less common for similarly sized advisory practices.
Client services
Expertise
Occupation focus
Fee options
$1,000 to $10,000
$250-$500 per hour
Account minimum: $250,000 Fee-only: Hourly fees $250-$500; Flat fees $1,000 to $10,000
Main office
2525 Ponce De Leon Blvd., Suite 300
Coral Gables FL 33134
Advisors at this office
2
Most active in
Florida · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mario Y
CFP®, Series 63, Series 65
Coral Gables, FL
Genesis Wealth Management, Inc.
Mario Yngerto is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Genesis Wealth Management, Inc. in Coral Gables, FL, where he has worked since 2011. His credentials also include Series 63 and Series 65 licenses. Genesis Wealth Management serves individual, business, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm’s investment approach is based on academic research and Dimensional Fund Advisors’ strategies, emphasizing passive, buy-and-hold portfolios with global diversification and quarterly reviews.
John S
CFP®, ChFC®, Series 63, Series 65
Coral Gables, FL
Genesis Wealth Management, Inc.
John Shea is a CFP® and ChFC® with 31 years of industry experience. He has worked at Genesis Wealth Management, Inc. since 2017 and has also been affiliated with MetLife since 2009. Outside of his advisory role, he serves as a part-time barista at Christ Fellowship Church in Palm Beach Gardens, FL. Genesis Wealth Management serves individual, business, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm employs a passive, buy-and-hold investment approach based on academic research and Dimensional Fund Advisors’ strategies, with portfolios reviewed quarterly and rebalanced annually.
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