Overview
Assets Under Management: $175 million
Headquarters: BRAINTREE, MA
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
GENESIS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158388), GENESIS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
GENESIS WEALTH ADVISORS, LLC is headquartered in BRAINTREE, MA.
GENESIS WEALTH ADVISORS, LLC serves 55 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, GENESIS WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GENESIS WEALTH ADVISORS, LLC manages $175 million in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, GENESIS WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 544
Discretionary Accounts: 544
Regulatory Filings
CRD Number: 158388
Last Filing Date: 2025-01-28 00:00:00
Website: https://genesisadvisors.com