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Genesis Wealth Advisors, LLC

● SEC registered since 2011CRD 158388SEC# 801-72604Braintree, MA
Export (members)
Reg. AUM
$200.1M
Employees
7
Accounts
564
Location
Braintree, MA

Genesis Wealth Advisors, LLC assets under management

Genesis Wealth Advisors, LLC is an SEC-registered investment adviser based in Braintree, MA. The firm has been registered since 2011. It reports $200.1 million in regulatory assets under management and employs 7 people.
www.facebook.com/genesis-wealth-advisors-300300406661055View on SEC.gov ↗

Genesis Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Joseph Duval ControlPresident And Chief Compliance Officer50-75%2019
Nicholas L.m. De Peyster ControlChief Investment OfficerUnder 5%2011
Paul Floyd StoneChief Executive Officer50-75%2019

Frequently asked questions

How much does Genesis Wealth Advisors, LLC manage?

Genesis Wealth Advisors, LLC reports $200.1 million in regulatory assets under management on its Form ADV.

How many employees does Genesis Wealth Advisors, LLC have?

Genesis Wealth Advisors, LLC reports 7 employees.

Where is Genesis Wealth Advisors, LLC located?

Genesis Wealth Advisors, LLC is based in Braintree, MA and has been SEC-registered since 2011.

Does Genesis Wealth Advisors, LLC disclose fund performance?

Genesis Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Washington Street, Suite 308, Braintree, MA 02184
Phone781-344-1023
Fax781-344-1179
Office hours9:00a.m. To 4:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1637241
Discloses disciplinary historyNo

Assets under management

Discretionary$200.1M
Non-discretionary$0
Total (RAUM)$200.1M