Genesis Wealth Advisors, LLC
Genesis Wealth Advisors, LLC is an SEC-registered mass-market adviser in Braintree, MA with $200.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Genesis Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158388, SEC 801-72604, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $200.1M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Braintree, MA
- Employees
- 7
- Clients
- 231
- CRD
- 158388
- Ownership
- DUVAL, PAUL, FRANCIS; GIANNAROS, CHRISTOS; AINES, RONALD, CHARLES; DEPEYSTER, NICHOLAS, LINDSAY MORRIS; TOWLE, BRADLEY, DAVID
How much AUM does Genesis Wealth Advisors, LLC have?
Genesis Wealth Advisors, LLC reported $200.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Genesis Wealth Advisors, LLC?
Disclosed owners and executives of Genesis Wealth Advisors, LLC include DUVAL, PAUL, FRANCIS, GIANNAROS, CHRISTOS, AINES, RONALD, CHARLES, DEPEYSTER, NICHOLAS, LINDSAY MORRIS, TOWLE, BRADLEY, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.