← Back to searchVisit website
GENESIS WEALTH ADVISORS, LLC
CRD 158388 · SEC 801-72604
400 WASHINGTON STREET, SUITE 308, BRAINTREE, MA, 02184, United States
Phone
781-344-1023
Fax
781-344-1179
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.1M
Discretionary AUM
$200.1M
Team
7 total employees; 6 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $64.6M |
| High net worth individuals | 57 | $130.4M |
States served
VT, ME, MA, NY, RI, NH, FL
All web addresses on file
Official SEC filing: View on IAPD