| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Lewis Control | Manager, Chief Compliance Officer | Over 75% | 2021 |
| Andrew John Lewis Revocable Trust Control | Member | Over 75% | 2017 |
| Andrew John Lewis Control | Trustee | Over 75% | 2021 |
Genesis Private Wealth, LLC reports $313.9 million in regulatory assets under management on its Form ADV.
Genesis Private Wealth, LLC reports 5 employees.
Genesis Private Wealth, LLC is based in Ashburn, VA and has been SEC-registered since 2021.
Genesis Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20755 Williamsport Place, Suite 140, Ashburn, VA 20147 |
| Phone | 703-288-1272 |
| Fax | 7032881276 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $313.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $313.9M |