Genesis Private Wealth, LLC
● SEC registered since 2021CRD 315692SEC# 801-122157Ashburn, VA
Reg. AUM
$482.4M
Employees
6
Accounts
691
Location
Ashburn, VA
Genesis Private Wealth, LLC assets under management
Genesis Private Wealth, LLC is an SEC-registered investment adviser based in Ashburn, VA. The firm has been registered since 2021. It reports $482.4 million in regulatory assets under management and employs 6 people.
Genesis Private Wealth, LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Genesis Private Wealth, LLC manage?
Genesis Private Wealth, LLC reports $482.4 million in regulatory assets under management on its Form ADV.
How many employees does Genesis Private Wealth, LLC have?
Genesis Private Wealth, LLC reports 6 employees.
Where is Genesis Private Wealth, LLC located?
Genesis Private Wealth, LLC is based in Ashburn, VA and has been SEC-registered since 2021.
Does Genesis Private Wealth, LLC disclose fund performance?
Genesis Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$482.4M▲ 54%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$482.4Mregulatory AUM
Discretionary $482.4M