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THE LEWIS FINANCIAL GROUP

GENESIS PRIVATE WEALTH, LLC

CRD 315692 · SEC 801-122157

Visit website

20755 WILLIAMSPORT PLACE, SUITE 140, ASHBURN, VA, 20147, United States

Phone

703-288-1272

Fax

7032881276

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$482.4M

Discretionary AUM

$482.4M

Team

6 total employees; 3 advisory reps; 27 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals129$40.7M
High net worth individuals179$441.6M

States served

AZ, LA, MD, MA, NC, SC, VA, WV, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD