Genesis Wealth Advisors, LLC
● SEC registered since 2011CRD 158388SEC# 801-72604Braintree, MA
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.
Genesis Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Duval Control | President And Chief Compliance Officer | 50-75% | 2019 |
| Nicholas L.m. De Peyster Control | Chief Investment Officer | Under 5% | 2011 |
| Paul Floyd Stone | Chief Executive Officer | 50-75% | 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
| Address | 400 Washington Street, Suite 308, Braintree, MA 02184 |
| Phone | 781-344-1023 |
| Fax | 781-344-1179 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1637241 |
| Discloses disciplinary history | No |
Regulatory AUM
$200.1M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$200.1Mregulatory AUM
Discretionary $200.1M