SEC Form ADV · CIK 1637241

GENESIS WEALTH ADVISORS, LLC

Firm profile: Genesis Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$200.1M

Assets Under Management

564

Total Clients

Employees

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Registration Details

CIK: 1637241
Accession: CRD-158388
Location: BRAINTREE, MA
Filing Date: February 13, 2026
AUM: $200.1M
Total Clients: 564
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

GENESIS WEALTH ADVISORS, LLC is a registered investment adviser headquartered in BRAINTREE, MA, managing approximately $200.1M in assets across 564 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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